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
726
$1.56M 0.02%
42,210
-4
727
$1.55M 0.02%
19,116
-990
728
$1.54M 0.02%
57,149
+6,205
729
$1.53M 0.02%
20,174
+1,134
730
$1.52M 0.02%
17,618
+3,597
731
$1.52M 0.02%
144,373
-725
732
$1.52M 0.02%
161,909
-51,548
733
$1.52M 0.02%
25,900
+716
734
$1.52M 0.02%
20,272
+205
735
$1.51M 0.02%
53,568
+6,174
736
$1.51M 0.02%
50,614
+2,092
737
$1.5M 0.02%
+44,450
738
$1.5M 0.02%
28,956
-196
739
$1.47M 0.02%
29,588
+5,364
740
$1.47M 0.02%
43,593
+7,267
741
$1.47M 0.02%
190,425
-214,785
742
$1.47M 0.02%
16,504
+1,646
743
$1.47M 0.02%
37,873
+11,828
744
$1.47M 0.02%
34,534
+5,123
745
$1.46M 0.02%
19,121
+1,141
746
$1.46M 0.02%
28,160
-1,913
747
$1.46M 0.02%
178,911
+90,380
748
$1.45M 0.02%
34,005
+1,696
749
$1.45M 0.02%
26,095
-3,654
750
$1.45M 0.02%
+13,918
28 29
30
31 32