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
801
$1.26M 0.02%
19,724
+9,387
802
$1.26M 0.02%
25,535
+1,076
803
$1.26M 0.02%
35,938
+1,841
804
$1.25M 0.02%
7,519
+1,509
805
$1.24M 0.02%
46,784
+3,432
806
$1.24M 0.02%
63,308
+4,888
807
$1.24M 0.02%
22,713
+1,755
808
$1.23M 0.02%
20,675
+523
809
$1.23M 0.02%
62,175
-6,151
810
$1.22M 0.02%
31,487
+6,507
811
$1.22M 0.02%
15,820
+3,115
812
$1.22M 0.02%
24,397
+346
813
$1.22M 0.02%
252,857
+35,610
814
$1.22M 0.02%
16,396
+552
815
$1.22M 0.02%
52,124
+29,265
816
$1.21M 0.01%
142,110
-26,231
817
$1.21M 0.01%
20,818
+9,226
818
$1.21M 0.01%
63,770
+24,649
819
$1.21M 0.01%
50,951
+1,828
820
$1.2M 0.01%
27,895
+2,277
821
$1.2M 0.01%
110,386
-9,619
822
$1.2M 0.01%
15,386
+1,792
823
$1.2M 0.01%
16,566
+1,531
824
$1.19M 0.01%
14,158
+151
825
$1.19M 0.01%
25,770
+294
31 32
33
34 35