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
276
$7.28M 0.09%
445,036
+138,308
277
$7.26M 0.09%
56,272
-1,268
278
$7.24M 0.09%
434,521
+6,416
279
$7.23M 0.09%
125,315
+3,687
280
$7.21M 0.09%
38,990
+3,790
281
$7.19M 0.09%
365,118
+21,912
282
$7.14M 0.09%
104,495
+6,243
283
$7.12M 0.09%
88,139
+10,653
284
$7.04M 0.09%
133,306
-7,037
285
$7M 0.09%
91,932
+12,963
286
$6.98M 0.09%
887,805
-378
287
$6.97M 0.09%
1,501,703
+200,984
288
$6.96M 0.09%
178,911
+7,137
289
$6.96M 0.09%
383,882
+814
290
$6.94M 0.09%
88,972
+8,461
291
$6.93M 0.09%
98,299
+5,678
292
$6.87M 0.08%
78,351
+3,069
293
$6.87M 0.08%
152,182
+22,336
294
$6.85M 0.08%
193,004
-332
295
$6.83M 0.08%
531,990
+12,720
296
$6.79M 0.08%
26,620
+2,860
297
$6.78M 0.08%
188,935
+16,976
298
$6.7M 0.08%
954,642
+582,989
299
$6.67M 0.08%
75,226
+9,805
300
$6.67M 0.08%
111,028
+36,752
10 11
12
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