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
876
$1.07M 0.01%
+22,363
877
$1.07M 0.01%
106,050
+63,340
878
$1.06M 0.01%
14,283
-2,021
879
$1.06M 0.01%
79,071
+4,474
880
$1.06M 0.01%
15,336
+3,345
881
$1.06M 0.01%
52,585
+4,473
882
$1.06M 0.01%
18,695
-2,623
883
$1.06M 0.01%
40,850
+6,136
884
$1.06M 0.01%
102,001
+55,270
885
$1.05M 0.01%
20,339
-1,666
886
$1.05M 0.01%
23,095
-2,949
887
$1.05M 0.01%
6,790
+2,025
888
$1.05M 0.01%
39,700
+2,033
889
$1.04M 0.01%
9,966
+160
890
$1.04M 0.01%
64,636
+16,017
891
$1.04M 0.01%
9,111
+4,625
892
$1.04M 0.01%
36,641
+1,602
893
$1.04M 0.01%
23,473
-502
894
$1.03M 0.01%
34,622
+882
895
$1.02M 0.01%
33,504
+7,834
896
$1.02M 0.01%
362,638
+144,697
897
$1.02M 0.01%
22,819
+1,495
898
$1.02M 0.01%
13,607
+1,658
899
$1.02M 0.01%
242
+61
900
$1.01M 0.01%
57,434
-32,342
34 35
36
37 38