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
551
$2.7M 0.03%
60,806
+1,033
552
$2.67M 0.03%
114,142
-6,012
553
$2.67M 0.03%
20,267
+8,578
554
$2.65M 0.03%
56,394
+4,856
555
$2.65M 0.03%
67,894
+5,462
556
$2.65M 0.03%
72,049
+51,534
557
$2.64M 0.03%
125,995
+51,425
558
$2.63M 0.03%
141,698
+65,546
559
$2.63M 0.03%
359,815
+7,481
560
$2.63M 0.03%
116,410
-16,914
561
$2.62M 0.03%
219,960
-7,104
562
$2.61M 0.03%
58,509
+213
563
$2.59M 0.03%
286,369
-47,656
564
$2.59M 0.03%
152,526
+5,656
565
$2.57M 0.03%
129,700
-51,805
566
$2.57M 0.03%
76,198
-11,151
567
$2.56M 0.03%
27,661
-891
568
$2.56M 0.03%
24,893
+59
569
$2.54M 0.03%
29,057
+21,194
570
$2.53M 0.03%
15,871
+183
571
$2.52M 0.03%
33,030
-2,300
572
$2.52M 0.03%
117,684
+11,788
573
$2.52M 0.03%
27,697
+3,352
574
$2.51M 0.03%
12,772
-158
575
$2.51M 0.03%
67,831
+13,215
21 22
23
24 25