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
851
$1.14M 0.01%
43,119
-7,420
852
$1.14M 0.01%
25,142
-3,769
853
$1.14M 0.01%
29,606
+10,991
854
$1.13M 0.01%
67,336
-1,817
855
$1.12M 0.01%
79,880
+17,981
856
$1.12M 0.01%
23,323
+1,352
857
$1.12M 0.01%
28,818
+10,308
858
$1.12M 0.01%
19,242
-9,086
859
$1.11M 0.01%
20,907
+4,442
860
$1.11M 0.01%
85,481
+3,652
861
$1.11M 0.01%
621,210
+327,508
862
$1.11M 0.01%
38,152
+4,888
863
$1.11M 0.01%
12,852
+229
864
$1.11M 0.01%
24,911
+7,559
865
$1.11M 0.01%
13,506
-631
866
$1.1M 0.01%
43,472
-3,815
867
$1.1M 0.01%
266,261
-48,061
868
$1.1M 0.01%
23,444
+2,832
869
$1.1M 0.01%
121,000
+18,972
870
$1.08M 0.01%
19,252
+477
871
$1.08M 0.01%
44,353
+2,611
872
$1.08M 0.01%
20,174
-2,487
873
$1.07M 0.01%
64,889
+24,951
874
$1.07M 0.01%
+37,794
875
$1.07M 0.01%
28,535
+6,133
33 34
35
36 37