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
476
$3.5M 0.04%
78,382
+3,846
477
$3.48M 0.04%
49,962
-100
478
$3.47M 0.04%
148,715
+26,367
479
$3.47M 0.04%
156,399
-589
480
$3.46M 0.04%
18,664
+1,345
481
$3.42M 0.04%
73,118
-1,296
482
$3.42M 0.04%
79,518
+9,478
483
$3.41M 0.04%
88,033
+1,712
484
$3.4M 0.04%
14,815
+1,166
485
$3.4M 0.04%
120,484
+9,770
486
$3.4M 0.04%
109,792
-1,213
487
$3.39M 0.04%
80,555
+5,563
488
$3.35M 0.04%
25,330
+824
489
$3.35M 0.04%
38,219
+1,196
490
$3.34M 0.04%
45,937
+463
491
$3.34M 0.04%
77,559
+18,276
492
$3.31M 0.04%
160,415
+76,654
493
$3.3M 0.04%
29,764
-8,707
494
$3.29M 0.04%
187,050
-129,982
495
$3.29M 0.04%
238,606
-5,681
496
$3.28M 0.04%
54,674
+3,088
497
$3.25M 0.04%
115,759
+3,640
498
$3.25M 0.04%
70,465
+11,345
499
$3.25M 0.04%
2,274
-332
500
$3.21M 0.04%
25,033
+2,864
18 19
20
21 22