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
826
$1.19M 0.01%
70,357
+9,677
827
$1.19M 0.01%
25,637
+20,911
828
$1.19M 0.01%
46,790
-987
829
$1.19M 0.01%
8,678
+340
830
$1.19M 0.01%
42,669
+4,687
831
$1.18M 0.01%
11,954
+811
832
$1.18M 0.01%
7,862
-3,631
833
$1.18M 0.01%
15,140
+429
834
$1.18M 0.01%
238,641
+1,096
835
$1.18M 0.01%
12,377
+1,217
836
$1.18M 0.01%
15,786
-4,187
837
$1.18M 0.01%
65,636
+43,374
838
$1.17M 0.01%
18,332
-2,311
839
$1.17M 0.01%
14
+8
840
$1.17M 0.01%
58,419
+7,071
841
$1.17M 0.01%
20,824
-2,874
842
$1.17M 0.01%
32,523
+15,384
843
$1.17M 0.01%
18,387
-1,115
844
$1.16M 0.01%
63,892
-12,064
845
$1.15M 0.01%
36,049
-460
846
$1.15M 0.01%
56,955
+11,622
847
$1.15M 0.01%
39,196
+2,365
848
$1.15M 0.01%
60,879
+39,936
849
$1.15M 0.01%
58,993
-710
850
$1.14M 0.01%
15,207
+2,782
32 33
34
35 36