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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$18.5M
2
+$14.8M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
PG icon
Procter & Gamble
PG
+$9.59M

Top Sells

1
+$16.5M
2
+$4.47M
3
+$3.21M
4
AGN
Allergan Inc
AGN
+$2.9M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$2.28M

Sector Composition

1 Financials 16.89%
2 Technology 14.22%
3 Healthcare 14.03%
4 Energy 8.9%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-4,727
1802
– –
-1,024
1803
– –
-6,086
1804
– –
-8,696
1805
– –
-1,343
1806
– –
-34,573
1807
– –
-11,520
1808
– –
-3,885
1809
– –
-7,015
1810
– –
-6,195
1811
– –
-24,130
1812
– –
-4,766
1813
– –
-13,675
1814
– –
-4,646
1815
– –
-5,388
69 70 71 72
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