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
501
$3.21M 0.04%
60,895
-7,052
502
$3.21M 0.04%
70,290
-6,281
503
$3.2M 0.04%
234,781
+59,127
504
$3.2M 0.04%
215,835
+8,835
505
$3.2M 0.04%
235,488
+16,856
506
$3.2M 0.04%
192,863
+133,077
507
$3.18M 0.04%
400,490
-22,190
508
$3.17M 0.04%
76,928
+1,220
509
$3.17M 0.04%
51,875
+1,519
510
$3.16M 0.04%
73,170
+8,751
511
$3.15M 0.04%
+77,283
512
$3.15M 0.04%
24,954
-2,972
513
$3.15M 0.04%
47,284
-805
514
$3.15M 0.04%
51,800
+15,094
515
$3.14M 0.04%
28,315
+3,189
516
$3.1M 0.04%
49,210
+1,341
517
$3.09M 0.04%
81,117
+2,647
518
$3.08M 0.04%
89,910
+5,695
519
$3.07M 0.04%
375,632
+28,327
520
$3.06M 0.04%
13,504
+1,949
521
$3.05M 0.04%
113,010
+3,967
522
$3.04M 0.04%
52,185
-3,759
523
$3.02M 0.04%
31,849
+3,862
524
$3.01M 0.04%
29,773
+4,823
525
$2.98M 0.04%
74,268
+17,152
19 20
21
22 23