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
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 14.26%
4 Industrials 8.96%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.2M 0.36%
921,470
+352,654
52
$28.1M 0.35%
337,213
-68,328
53
$28M 0.35%
428,260
+30,791
54
$27.8M 0.34%
790,324
-42,310
55
$27.6M 0.34%
296,710
+3,820
56
$27.3M 0.34%
334,649
+7,896
57
$27.2M 0.34%
460,420
+36,340
58
$27.2M 0.33%
242,908
+21,693
59
$27M 0.33%
1,277,326
+19,502
60
$27M 0.33%
561,396
+26,324
61
$26.5M 0.33%
489,616
+150,089
62
$26.2M 0.32%
227,107
+30,516
63
$26M 0.32%
303,916
-30,261
64
$25.9M 0.32%
359,052
+13,381
65
$25.7M 0.32%
872,813
+103,207
66
$25.4M 0.31%
367,719
+24,415
67
$25.1M 0.31%
978,424
+168,165
68
$25M 0.31%
290,275
+8,922
69
$24.1M 0.3%
185,245
+12,770
70
$23.9M 0.29%
70,372
+3,310
71
$23.9M 0.29%
123,075
+12,191
72
$23.7M 0.29%
167,038
+10,552
73
$23.4M 0.29%
338,108
+24,633
74
$23.4M 0.29%
220,946
+24,165
75
$23.3M 0.29%
605,822
+32,018
1 2
3
4 5