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
751
$1.44M 0.02%
26,777
-3,083
752
$1.44M 0.02%
59,206
-1,648
753
$1.43M 0.02%
313,760
+18,952
754
$1.43M 0.02%
51,184
+9,372
755
$1.43M 0.02%
50,646
+12,414
756
$1.43M 0.02%
46,135
+24,997
757
$1.43M 0.02%
73,044
-6,964
758
$1.42M 0.02%
31,919
-819
759
$1.42M 0.02%
26,666
+17
760
$1.42M 0.02%
119,930
-4,927
761
$1.42M 0.02%
25,811
+591
762
$1.42M 0.02%
34,308
-2,322
763
$1.42M 0.02%
23,621
+1,259
764
$1.41M 0.02%
29,045
+2,723
765
$1.41M 0.02%
12,272
+1,860
766
$1.41M 0.02%
17,444
+275
767
$1.41M 0.02%
13,824
-5,404
768
$1.41M 0.02%
37,168
+2,747
769
$1.41M 0.02%
77,555
+12,564
770
$1.4M 0.02%
19,209
+5,321
771
$1.39M 0.02%
29,025
-1,215
772
$1.38M 0.02%
44,807
+2,175
773
$1.38M 0.02%
5,122
+59
774
$1.37M 0.02%
2,963
+604
775
$1.36M 0.02%
25,164
+185
29 30
31
32 33