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
701
$1.69M 0.02%
32,235
+2,908
702
$1.68M 0.02%
5,547
+167
703
$1.67M 0.02%
25,106
+2,989
704
$1.67M 0.02%
47,301
+2,363
705
$1.66M 0.02%
27,831
+1,769
706
$1.66M 0.02%
46,372
+26,676
707
$1.66M 0.02%
26,693
+3,234
708
$1.66M 0.02%
31,166
+22,130
709
$1.66M 0.02%
91,740
+8,292
710
$1.66M 0.02%
49,872
+562
711
$1.65M 0.02%
464,103
+174,924
712
$1.64M 0.02%
25,750
+1,724
713
$1.64M 0.02%
18,899
+6,752
714
$1.63M 0.02%
46,541
+9,793
715
$1.63M 0.02%
12,513
+2,060
716
$1.63M 0.02%
34,375
+15,221
717
$1.62M 0.02%
39,204
-964
718
$1.62M 0.02%
30,315
-244
719
$1.62M 0.02%
74,148
-4,454
720
$1.62M 0.02%
22,628
+1,915
721
$1.61M 0.02%
75,864
+3,558
722
$1.6M 0.02%
36,675
+11,801
723
$1.58M 0.02%
88,467
+11,881
724
$1.58M 0.02%
41,620
+5,788
725
$1.57M 0.02%
22,613
-1,207
27 28
29
30 31