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
$8.11B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,968
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.5M
3
+$12M
4
CAJ
Canon, Inc.
CAJ
+$11.2M
5
WMT icon
Walmart Inc
WMT
+$10.5M

Top Sells

1
+$19.9M
2
+$10.9M
3
+$7.82M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$7.14M
5
SNY icon
Sanofi
SNY
+$6.32M

Sector Composition

1 Financials 17.68%
2 Healthcare 14.41%
3 Technology 14.21%
4 Industrials 9.01%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.87M 0.11%
114,516
+3,513
227
$8.73M 0.11%
128,393
+13,834
228
$8.7M 0.11%
101,372
+4,119
229
$8.66M 0.11%
156,420
-2,604
230
$8.6M 0.11%
131,277
+1,084
231
$8.54M 0.11%
90,086
+4,253
232
$8.48M 0.1%
89,910
+6,583
233
$8.47M 0.1%
45,801
+2,981
234
$8.46M 0.1%
138,245
+7,985
235
$8.45M 0.1%
134,243
+3,295
236
$8.44M 0.1%
1,073,124
+255,052
237
$8.44M 0.1%
336,463
+88,781
238
$8.41M 0.1%
64,157
-196
239
$8.41M 0.1%
127,859
-3,938
240
$8.32M 0.1%
196,715
-14,716
241
$8.24M 0.1%
148,992
+5,443
242
$8.19M 0.1%
143,145
+10,032
243
$8.15M 0.1%
146,430
+11,602
244
$8.13M 0.1%
179,204
+9,824
245
$8.07M 0.1%
309,770
+10,426
246
$8.05M 0.1%
58,659
-9,967
247
$7.98M 0.1%
210,198
+11,725
248
$7.96M 0.1%
209,542
+38,718
249
$7.91M 0.1%
74,187
+192
250
$7.85M 0.1%
484,454
+7,114
8 9
10
11 12