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
1051
$703K 0.01%
36,929
-4,654
1052
$693K 0.01%
25,561
+4,391
1053
$692K 0.01%
16,069
+1,060
1054
$692K 0.01%
5,189
+3,467
1055
$692K 0.01%
7,257
-863
1056
$690K 0.01%
12,376
+3,107
1057
$687K 0.01%
29,540
+8,370
1058
$683K 0.01%
33,892
+9,497
1059
$677K 0.01%
51,188
+1,185
1060
$676K 0.01%
3,868
+437
1061
$675K 0.01%
16,357
-3,834
1062
$674K 0.01%
25,202
+3,552
1063
$673K 0.01%
50,075
-14,318
1064
$673K 0.01%
19,784
+6,935
1065
$673K 0.01%
97,854
+17,418
1066
$672K 0.01%
15,885
+3,492
1067
$669K 0.01%
20,155
+8,610
1068
$668K 0.01%
+41,160
1069
$667K 0.01%
17,717
+3,915
1070
$665K 0.01%
12,122
+4,309
1071
$665K 0.01%
6,472
+1,498
1072
$665K 0.01%
19,697
+10,294
1073
$663K 0.01%
8,412
+408
1074
$663K 0.01%
27,947
-502
1075
$663K 0.01%
11,710
+3,369
41 42
43
44 45