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
901
$1.01M 0.01%
40,867
-13,498
902
$1.01M 0.01%
57,379
+1,351
903
$1M 0.01%
21,922
-8,679
904
$1M 0.01%
15,257
+7,556
905
$1M 0.01%
31,446
+8,444
906
$1M 0.01%
64,738
-640
907
$1M 0.01%
25,920
+14,456
908
$997K 0.01%
14,480
-300
909
$995K 0.01%
24,552
+2,088
910
$994K 0.01%
117,684
+25,668
911
$991K 0.01%
25,628
+7,429
912
$991K 0.01%
211,638
+97,464
913
$988K 0.01%
+21,718
914
$988K 0.01%
25,057
+4,676
915
$983K 0.01%
45,980
-10,064
916
$983K 0.01%
11,889
917
$981K 0.01%
109,827
+2,115
918
$980K 0.01%
17,557
+5,099
919
$979K 0.01%
75,825
+28,387
920
$977K 0.01%
8,575
+2,477
921
$976K 0.01%
11,506
+82
922
$967K 0.01%
25,462
+2,949
923
$962K 0.01%
12,597
+891
924
$954K 0.01%
16,578
-796
925
$953K 0.01%
27,153
-1,480
35 36
37
38 39