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
1701
$75K ﹤0.01%
+15,465
1702
$74K ﹤0.01%
15,391
+410
1703
$74K ﹤0.01%
1,484
-1,408
1704
$73K ﹤0.01%
32,452
-24,218
1705
$72K ﹤0.01%
+10,889
1706
$71K ﹤0.01%
11,297
-4,508
1707
$71K ﹤0.01%
25,633
-23,975
1708
$71K ﹤0.01%
332
+70
1709
$70K ﹤0.01%
+13,586
1710
$68K ﹤0.01%
13,453
+1,966
1711
$67K ﹤0.01%
1,575
+352
1712
$63K ﹤0.01%
+270
1713
$62K ﹤0.01%
12,669
-885
1714
$62K ﹤0.01%
+563
1715
$61K ﹤0.01%
731
+158
1716
$58K ﹤0.01%
10,575
-41,456
1717
$55K ﹤0.01%
22,197
-1,371
1718
$54K ﹤0.01%
3,652
-265
1719
$45K ﹤0.01%
13,126
+1,476
1720
$45K ﹤0.01%
+29,508
1721
$45K ﹤0.01%
13,818
+2,884
1722
$43K ﹤0.01%
1,447
-2,965
1723
$39K ﹤0.01%
689
1724
$38K ﹤0.01%
2,630
-219
1725
$38K ﹤0.01%
357
+19
67 68
69
70 71