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
626
$2.08M 0.03%
67,331
+11,596
627
$2.08M 0.03%
39,015
+45
628
$2.08M 0.03%
73,797
+16,743
629
$2.07M 0.03%
76,005
+16,881
630
$2.07M 0.03%
30,190
+2,135
631
$2.06M 0.03%
108,590
+68,857
632
$2.06M 0.03%
92,305
+12,058
633
$2.05M 0.03%
43,062
+12,853
634
$2.05M 0.03%
30,625
+965
635
$2.05M 0.03%
26,360
+558
636
$2.05M 0.03%
94,926
+2,210
637
$2.04M 0.03%
121,817
-1,021
638
$2.03M 0.03%
98,902
+9,008
639
$2.02M 0.02%
29,225
+2,061
640
$2.01M 0.02%
31,744
+3,388
641
$2M 0.02%
24,275
+1,128
642
$1.99M 0.02%
189,398
+1,458
643
$1.99M 0.02%
19,912
+4,759
644
$1.99M 0.02%
54,791
-4,400
645
$1.97M 0.02%
17,472
-2,189
646
$1.96M 0.02%
34,343
+1,773
647
$1.95M 0.02%
223,566
+54,783
648
$1.95M 0.02%
260,358
+75,042
649
$1.94M 0.02%
36,164
+6,448
650
$1.94M 0.02%
427,782
+60,580
24 25
26
27 28