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
176
$10.7M 0.14%
245,613
+16,612
177
$10.7M 0.14%
106,913
-9,315
178
$10.6M 0.14%
137,773
+744
179
$10.5M 0.14%
258,678
+23,024
180
$10.4M 0.14%
43,723
+699
181
$10.3M 0.14%
92,633
+7,135
182
$10.3M 0.14%
89,308
+6,458
183
$10.2M 0.14%
955,812
+48,042
184
$10.2M 0.14%
261,853
+19,603
185
$10.1M 0.14%
194,602
-249
186
$9.91M 0.13%
615,204
+59,308
187
$9.91M 0.13%
130,193
+7,776
188
$9.75M 0.13%
176,072
+9,607
189
$9.7M 0.13%
78,589
+4,016
190
$9.66M 0.13%
18,949
+375
191
$9.61M 0.13%
156,620
+8,324
192
$9.6M 0.13%
124,248
+4,567
193
$9.59M 0.13%
398,694
+54,808
194
$9.55M 0.13%
549,893
-32,611
195
$9.53M 0.13%
94,896
+501
196
$9.33M 0.13%
68,626
+3,323
197
$9.31M 0.13%
170,824
-4,150
198
$9.29M 0.13%
134,270
+4,323
199
$9.25M 0.13%
125,655
+21,255
200
$9.21M 0.12%
175,864
-59,521
6 7
8
9 10