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
426
$4.21M 0.05%
307,600
+33,500
427
$4.21M 0.05%
68,426
-4,376
428
$4.19M 0.05%
1,845,364
+59,829
429
$4.18M 0.05%
118,447
+15,746
430
$4.18M 0.05%
300,702
+15,753
431
$4.17M 0.05%
58,982
+5,630
432
$4.15M 0.05%
177,787
-87,954
433
$4.15M 0.05%
54,843
+3,813
434
$4.13M 0.05%
71,218
-5,120
435
$4.1M 0.05%
27,548
-2,570
436
$4.09M 0.05%
522,845
+374,279
437
$4.09M 0.05%
79,764
+8,232
438
$4.08M 0.05%
50,316
-6,082
439
$4.07M 0.05%
74,570
+1,235
440
$4.05M 0.05%
+536,340
441
$4.03M 0.05%
778,228
-4,301
442
$4.03M 0.05%
47,658
+5,778
443
$4M 0.05%
90,827
+4,480
444
$3.97M 0.05%
22,119
+3,750
445
$3.97M 0.05%
295,052
-282,308
446
$3.97M 0.05%
813,050
-179,480
447
$3.96M 0.05%
262,127
+78,531
448
$3.96M 0.05%
34,718
+12,127
449
$3.95M 0.05%
775,467
+139,301
450
$3.94M 0.05%
156,129
+18,191
16 17
18
19 20