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
376
$5.03M 0.06%
140,027
+5,890
377
$5M 0.06%
21,912
+5,899
378
$4.97M 0.06%
133,886
+42
379
$4.97M 0.06%
186,290
+15,533
380
$4.97M 0.06%
47,701
+4,288
381
$4.94M 0.06%
97,923
+27,681
382
$4.92M 0.06%
101,730
-10,835
383
$4.89M 0.06%
51,077
+3,663
384
$4.89M 0.06%
68,162
+4,025
385
$4.88M 0.06%
112,600
+5,432
386
$4.86M 0.06%
103,172
+3,116
387
$4.86M 0.06%
561,857
+307,657
388
$4.82M 0.06%
158,177
+20,303
389
$4.81M 0.06%
260,832
-65,687
390
$4.77M 0.06%
37,083
+1,531
391
$4.75M 0.06%
118,591
+13,232
392
$4.75M 0.06%
35,581
+310
393
$4.74M 0.06%
167,649
+913
394
$4.73M 0.06%
102,255
+15,910
395
$4.73M 0.06%
80,406
+13,788
396
$4.72M 0.06%
138,664
+22,455
397
$4.71M 0.06%
120,530
+1,491
398
$4.66M 0.06%
71,985
+4,105
399
$4.65M 0.06%
46,245
+2,076
400
$4.65M 0.06%
48,360
+2,763
14 15
16
17 18