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
976
$829K 0.01%
32,237
-3,866
977
$829K 0.01%
31,149
+22,016
978
$827K 0.01%
36,301
-72
979
$826K 0.01%
16,557
+3,413
980
$825K 0.01%
19,460
+2,451
981
$822K 0.01%
47,719
+5,592
982
$819K 0.01%
28,727
-4,304
983
$817K 0.01%
5,494
+814
984
$816K 0.01%
40,746
+16,366
985
$815K 0.01%
21,538
+1,670
986
$812K 0.01%
21,518
+15,475
987
$808K 0.01%
17,476
+1,361
988
$808K 0.01%
11,573
+164
989
$803K 0.01%
+34,700
990
$802K 0.01%
29,997
-2,832
991
$802K 0.01%
46,469
-1,598
992
$801K 0.01%
33,871
+181
993
$797K 0.01%
8,046
+1,829
994
$797K 0.01%
+46,765
995
$795K 0.01%
13,556
+588
996
$792K 0.01%
8,331
+642
997
$792K 0.01%
90,829
+40,672
998
$791K 0.01%
38,309
+1,329
999
$787K 0.01%
34,596
+10,107
1000
$786K 0.01%
28,443
+5,309
38 39
40
41 42