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
676
$1.84M 0.02%
41,262
-373
677
$1.83M 0.02%
60,584
-45,954
678
$1.83M 0.02%
28,565
+19,609
679
$1.82M 0.02%
47,742
+8,566
680
$1.82M 0.02%
39,357
+55
681
$1.81M 0.02%
37,937
+705
682
$1.81M 0.02%
89,586
+6,351
683
$1.8M 0.02%
30,345
+1,869
684
$1.8M 0.02%
16,949
+4,509
685
$1.79M 0.02%
8,690
+462
686
$1.79M 0.02%
46,967
+3,914
687
$1.79M 0.02%
18,226
+281
688
$1.79M 0.02%
53,017
+57
689
$1.78M 0.02%
11,998
-3,268
690
$1.78M 0.02%
23,649
+2,057
691
$1.77M 0.02%
173,448
+30,326
692
$1.75M 0.02%
40,733
-35
693
$1.75M 0.02%
25,121
+4,340
694
$1.74M 0.02%
28,350
+786
695
$1.73M 0.02%
29,695
+2,874
696
$1.73M 0.02%
83,217
+1,950
697
$1.72M 0.02%
45,780
+907
698
$1.71M 0.02%
23,836
+1,400
699
$1.71M 0.02%
39,909
+9,351
700
$1.69M 0.02%
18,060
+4,820
26 27
28
29 30