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
301
$6.61M 0.08%
146,970
+11,888
302
$6.54M 0.08%
156,195
-239
303
$6.54M 0.08%
52,065
-6,774
304
$6.53M 0.08%
60,583
+1,437
305
$6.51M 0.08%
271,157
+124,647
306
$6.49M 0.08%
64,229
+21,968
307
$6.48M 0.08%
66,173
+495
308
$6.47M 0.08%
106,633
+7,943
309
$6.47M 0.08%
140,184
+8,329
310
$6.41M 0.08%
74,476
+1,984
311
$6.36M 0.08%
128,384
+27,394
312
$6.35M 0.08%
116,808
-1,644
313
$6.33M 0.08%
80,460
+4,177
314
$6.3M 0.08%
137,283
-11,302
315
$6.3M 0.08%
624,650
+13,540
316
$6.3M 0.08%
132,859
+15,406
317
$6.26M 0.08%
145,433
+6,399
318
$6.21M 0.08%
298,033
-96,981
319
$6.19M 0.08%
43,268
+11,648
320
$6.14M 0.08%
193,127
-32,091
321
$6.1M 0.08%
503,969
-143,561
322
$6.06M 0.07%
42,172
+3,292
323
$6.02M 0.07%
172,342
-98,315
324
$6.01M 0.07%
57,847
+6,643
325
$6.01M 0.07%
95,039
-2,542
11 12
13
14 15