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
601
$2.33M 0.03%
17,229
-8,334
602
$2.33M 0.03%
105,293
+15,835
603
$2.33M 0.03%
94,686
-91,252
604
$2.32M 0.03%
15,484
+1,022
605
$2.3M 0.03%
30,739
-3,628
606
$2.3M 0.03%
227,306
-6,482
607
$2.3M 0.03%
85,259
-2,983
608
$2.29M 0.03%
41,038
+33,970
609
$2.27M 0.03%
34,351
+3,775
610
$2.26M 0.03%
363,943
+12,521
611
$2.26M 0.03%
49,437
-2,561
612
$2.24M 0.03%
37,149
+2,144
613
$2.24M 0.03%
45,448
+27,625
614
$2.23M 0.03%
75,388
+689
615
$2.21M 0.03%
145,466
-9,531
616
$2.2M 0.03%
36,636
+5,338
617
$2.2M 0.03%
24,955
-796
618
$2.17M 0.03%
18,130
+12,762
619
$2.17M 0.03%
226,936
+75,348
620
$2.17M 0.03%
14,325
+696
621
$2.16M 0.03%
53,673
+3,945
622
$2.12M 0.03%
35,002
-9,995
623
$2.12M 0.03%
34,788
+5,097
624
$2.12M 0.03%
57,377
+25,701
625
$2.11M 0.03%
42,464
+811
23 24
25
26 27