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
326
$6.01M 0.07%
75,649
-150
327
$6M 0.07%
222,223
+10,911
328
$6M 0.07%
424,676
+19,964
329
$5.98M 0.07%
1,759,668
+255,322
330
$5.97M 0.07%
99,695
+64,635
331
$5.95M 0.07%
111,494
+32,719
332
$5.95M 0.07%
109,298
-1,850
333
$5.93M 0.07%
257,411
+108,785
334
$5.92M 0.07%
120,513
+8,696
335
$5.91M 0.07%
113,738
+2,579
336
$5.89M 0.07%
93,001
+8,021
337
$5.89M 0.07%
87,448
+1,325
338
$5.89M 0.07%
66,230
+2,044
339
$5.87M 0.07%
105,739
-18,032
340
$5.85M 0.07%
148,063
+6,502
341
$5.82M 0.07%
137,706
+171
342
$5.82M 0.07%
126,880
+19,374
343
$5.79M 0.07%
165,866
-1,300
344
$5.78M 0.07%
302,645
-19,029
345
$5.77M 0.07%
95,006
+34,763
346
$5.71M 0.07%
280,497
+8,231
347
$5.67M 0.07%
128,302
-13,360
348
$5.67M 0.07%
47,749
+6,908
349
$5.64M 0.07%
1,082,141
-45,368
350
$5.62M 0.07%
142,031
+3,358
12 13
14
15 16