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
951
$904K 0.01%
24,492
-1,086
952
$904K 0.01%
91
+25
953
$895K 0.01%
6,360
+1,512
954
$892K 0.01%
93,569
+77,063
955
$890K 0.01%
13,105
-390
956
$886K 0.01%
145,014
+12,488
957
$886K 0.01%
25,965
+1,031
958
$885K 0.01%
32,570
+3,487
959
$880K 0.01%
44,566
-780
960
$870K 0.01%
9,365
-207
961
$869K 0.01%
29,532
+2,795
962
$867K 0.01%
32,421
+11,718
963
$862K 0.01%
23,859
+51
964
$860K 0.01%
36,406
+16,094
965
$860K 0.01%
35,627
+957
966
$857K 0.01%
25,449
+11,277
967
$855K 0.01%
50,906
+3,457
968
$849K 0.01%
7,633
+658
969
$846K 0.01%
7,280
-412
970
$845K 0.01%
29,776
+12,728
971
$845K 0.01%
20,463
+930
972
$840K 0.01%
45,740
+7,100
973
$837K 0.01%
29,487
-9,770
974
$836K 0.01%
30,674
-12,252
975
$835K 0.01%
15,140
+3,743
37 38
39
40 41