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
251
$7.84M 0.1%
174,492
-1,580
252
$7.83M 0.1%
223,748
+11,777
253
$7.83M 0.1%
70,433
+69
254
$7.82M 0.1%
210,534
+34,209
255
$7.81M 0.1%
153,917
+3,966
256
$7.8M 0.1%
214,965
+13,321
257
$7.72M 0.1%
336,484
+5,987
258
$7.7M 0.09%
148,022
-440
259
$7.68M 0.09%
143,464
+5,140
260
$7.67M 0.09%
506,173
+29,691
261
$7.67M 0.09%
194,896
-45,865
262
$7.63M 0.09%
97,126
+4,904
263
$7.62M 0.09%
284,453
+67,698
264
$7.61M 0.09%
197,475
+440
265
$7.57M 0.09%
68,765
+5,016
266
$7.51M 0.09%
180,223
+18,391
267
$7.47M 0.09%
140,338
+3,825
268
$7.46M 0.09%
189,214
+62,228
269
$7.43M 0.09%
312,430
+6,945
270
$7.36M 0.09%
580,252
+16,432
271
$7.35M 0.09%
131,097
+11,594
272
$7.33M 0.09%
433,445
+37,404
273
$7.33M 0.09%
294,226
+18,551
274
$7.32M 0.09%
115,621
-6,345
275
$7.29M 0.09%
148,286
+9,450
9 10
11
12 13