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
526
$2.96M 0.04%
414,920
+131,343
527
$2.93M 0.04%
18,876
+3,499
528
$2.93M 0.04%
57,568
+387
529
$2.92M 0.04%
+56,384
530
$2.9M 0.04%
107,877
-1,524
531
$2.9M 0.04%
27,107
+811
532
$2.88M 0.04%
26,514
+15,046
533
$2.85M 0.04%
47,697
-12,849
534
$2.83M 0.03%
62,501
+3,018
535
$2.82M 0.03%
23,144
+1,916
536
$2.82M 0.03%
104,996
+30,915
537
$2.81M 0.03%
64,880
-5,744
538
$2.81M 0.03%
80,585
-450
539
$2.8M 0.03%
21,276
-1,036
540
$2.79M 0.03%
74,378
+17,034
541
$2.78M 0.03%
38,135
+831
542
$2.78M 0.03%
488,879
+306,973
543
$2.77M 0.03%
40,556
+2,044
544
$2.76M 0.03%
57,722
-22,211
545
$2.74M 0.03%
27,359
-641
546
$2.72M 0.03%
40,944
+2,536
547
$2.72M 0.03%
695
+125
548
$2.72M 0.03%
122,705
+13,867
549
$2.71M 0.03%
133,291
+18,937
550
$2.7M 0.03%
40,061
+6,915
20 21
22
23 24