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
926
$951K 0.01%
17,834
-927
927
$950K 0.01%
22,631
+11,289
928
$948K 0.01%
57,777
+34,806
929
$948K 0.01%
27,661
+5,558
930
$945K 0.01%
49,812
+3,279
931
$943K 0.01%
30,278
+4,892
932
$941K 0.01%
333,786
+303,406
933
$940K 0.01%
21,502
+1,357
934
$937K 0.01%
8,459
+3,363
935
$934K 0.01%
20,547
-2,076
936
$932K 0.01%
29,237
-4,962
937
$931K 0.01%
32,803
+2,609
938
$930K 0.01%
26,997
-13,064
939
$927K 0.01%
62,248
+52,225
940
$925K 0.01%
40,048
-2,188
941
$921K 0.01%
21,077
+1,724
942
$919K 0.01%
18,650
+5,210
943
$919K 0.01%
14,992
+3,441
944
$919K 0.01%
49,888
-12,119
945
$919K 0.01%
58,051
+12,526
946
$917K 0.01%
8,375
+1,793
947
$914K 0.01%
55,234
+47,372
948
$909K 0.01%
11,926
+1,436
949
$908K 0.01%
9,021
+1,636
950
$904K 0.01%
4
-1
36 37
38
39 40