AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.4B
AUM Growth
+$513M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.2M
3
+$10.5M
4
PG icon
Procter & Gamble
PG
+$9.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.36M

Top Sells

1
+$16.5M
2
+$4.19M
3
+$3.12M
4
AGN
Allergan Inc
AGN
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$2.28M

Sector Composition

1 Financials 17.02%
2 Technology 14.27%
3 Healthcare 14.03%
4 Energy 8.9%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$123K ﹤0.01%
14,434
+630
1677
$123K ﹤0.01%
7,141
+17
1678
$122K ﹤0.01%
14,324
-1,001
1679
$119K ﹤0.01%
4,030
-946
1680
$119K ﹤0.01%
+10,071
1681
$118K ﹤0.01%
18,685
-1,114
1682
$117K ﹤0.01%
+15,025
1683
$114K ﹤0.01%
51,893
+26,999
1684
$108K ﹤0.01%
3,352
+383
1685
$108K ﹤0.01%
+12,671
1686
$104K ﹤0.01%
11
+8
1687
$104K ﹤0.01%
+10,382
1688
$103K ﹤0.01%
+10,717
1689
$100K ﹤0.01%
30,380
+15,056
1690
$97K ﹤0.01%
57,325
-3,924
1691
$96K ﹤0.01%
17,476
-3,118
1692
$90K ﹤0.01%
10,851
+462
1693
$89K ﹤0.01%
+10,583
1694
$89K ﹤0.01%
14,799
-10,562
1695
$83K ﹤0.01%
46,437
-2,860
1696
$82K ﹤0.01%
6
1697
$79K ﹤0.01%
2,050
+1,044
1698
$77K ﹤0.01%
11,924
-399
1699
$76K ﹤0.01%
1
1700
$76K ﹤0.01%
44,138
+24,976
66 67
68
69 70