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
451
$3.93M 0.05%
167,591
-21,241
452
$3.91M 0.05%
100,378
+13,534
453
$3.9M 0.05%
113,469
+4,271
454
$3.88M 0.05%
73,589
+5,408
455
$3.88M 0.05%
79,038
+11,695
456
$3.87M 0.05%
94,529
-40,799
457
$3.85M 0.05%
59,219
+4,693
458
$3.83M 0.05%
149,445
+15,841
459
$3.81M 0.05%
135,347
+12,179
460
$3.78M 0.05%
74,758
+27,794
461
$3.77M 0.05%
53,507
+1,225
462
$3.75M 0.05%
51,075
+4,071
463
$3.73M 0.05%
85,268
+11,376
464
$3.7M 0.05%
248,175
-52,183
465
$3.69M 0.05%
106,201
+1,692
466
$3.68M 0.05%
44,138
+1,600
467
$3.64M 0.04%
45,923
+2,726
468
$3.57M 0.04%
21,833
+870
469
$3.56M 0.04%
66,736
+7,366
470
$3.56M 0.04%
50,589
+2,424
471
$3.55M 0.04%
47,686
-527
472
$3.55M 0.04%
141,151
+3,165
473
$3.55M 0.04%
207,125
+89,727
474
$3.53M 0.04%
101,084
+5,596
475
$3.52M 0.04%
35,869
+2,366
17 18
19
20 21