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
$8.93B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$14.2M
4
AGN
Allergan plc
AGN
+$14.2M
5
SBUX icon
Starbucks
SBUX
+$12.9M

Top Sells

1
+$20.2M
2
+$13.3M
3
+$5.99M
4
VE
VEOLIA ENVIRONNEMENT
VE
+$4.35M
5
SAN icon
Banco Santander
SAN
+$3.28M

Sector Composition

1 Financials 17.05%
2 Healthcare 15.22%
3 Technology 14.48%
4 Industrials 8.71%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$177K ﹤0.01%
13,176
-2,073
1852
$175K ﹤0.01%
+535
1853
$175K ﹤0.01%
44,986
-37,218
1854
$175K ﹤0.01%
47,966
-3,502
1855
$173K ﹤0.01%
10,385
-8,641
1856
$172K ﹤0.01%
14,780
+1,210
1857
$172K ﹤0.01%
+14,533
1858
$169K ﹤0.01%
11,934
-5,239
1859
$169K ﹤0.01%
11,267
-2,133
1860
$167K ﹤0.01%
14,679
-418
1861
$166K ﹤0.01%
+12,097
1862
$166K ﹤0.01%
+12,812
1863
$166K ﹤0.01%
10,383
-2,006
1864
$164K ﹤0.01%
60,296
-32,457
1865
$163K ﹤0.01%
+18,026
1866
$160K ﹤0.01%
6,184
-278
1867
$160K ﹤0.01%
+13,620
1868
$160K ﹤0.01%
+10,457
1869
$160K ﹤0.01%
+12,982
1870
$159K ﹤0.01%
+10,095
1871
$158K ﹤0.01%
+11,562
1872
$156K ﹤0.01%
+1,766
1873
$156K ﹤0.01%
30,526
+8,367
1874
$153K ﹤0.01%
16,354
-8,131
1875
$153K ﹤0.01%
11,788
+580
73 74
75
76 77