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
776
$1.36M 0.02%
61,439
+10,946
777
$1.36M 0.02%
126,911
+5,821
778
$1.36M 0.02%
28,225
+3,430
779
$1.35M 0.02%
33,012
+36
780
$1.35M 0.02%
85,470
+26,680
781
$1.34M 0.02%
22,999
+3,489
782
$1.34M 0.02%
14,824
+2,742
783
$1.34M 0.02%
254,148
+131,323
784
$1.33M 0.02%
37,741
+17,832
785
$1.33M 0.02%
29,470
-2,063
786
$1.33M 0.02%
37,909
+889
787
$1.32M 0.02%
31,871
+4,917
788
$1.32M 0.02%
29,257
-8,101
789
$1.29M 0.02%
22,349
+2,197
790
$1.29M 0.02%
24,034
-8,069
791
$1.29M 0.02%
108,563
+4,271
792
$1.28M 0.02%
94,151
-616
793
$1.28M 0.02%
17,308
+1,642
794
$1.28M 0.02%
35,650
+1,310
795
$1.27M 0.02%
45,654
+13,192
796
$1.27M 0.02%
99,251
-45,520
797
$1.27M 0.02%
469,356
+443,723
798
$1.26M 0.02%
15,433
+214
799
$1.26M 0.02%
19,015
+733
800
$1.26M 0.02%
19,173
-1,351
30 31
32
33 34