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
651
$1.94M 0.02%
151,596
+10,868
652
$1.93M 0.02%
2,828
-140
653
$1.93M 0.02%
167,652
+5,124
654
$1.93M 0.02%
22,183
+2,574
655
$1.93M 0.02%
22,552
+209
656
$1.92M 0.02%
53,994
+4,717
657
$1.91M 0.02%
44,814
+12,497
658
$1.91M 0.02%
8,362
+253
659
$1.9M 0.02%
27,320
-4,745
660
$1.89M 0.02%
74,801
+9,582
661
$1.89M 0.02%
70,133
+7,842
662
$1.88M 0.02%
104,390
-10,218
663
$1.88M 0.02%
29,731
-7,996
664
$1.87M 0.02%
99,065
+3,137
665
$1.87M 0.02%
31,894
-4,588
666
$1.87M 0.02%
26,532
+263
667
$1.87M 0.02%
25,120
+5,655
668
$1.86M 0.02%
37,715
+17,188
669
$1.86M 0.02%
11,148
+3,068
670
$1.86M 0.02%
31,685
+7,741
671
$1.86M 0.02%
118,649
-4,698
672
$1.86M 0.02%
16,512
+445
673
$1.86M 0.02%
29,431
+5,720
674
$1.85M 0.02%
73,266
+16,222
675
$1.84M 0.02%
50,108
-10,433
25 26
27
28 29