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
1076
$663K 0.01%
14,364
+1,122
1077
$662K 0.01%
32,839
-4,607
1078
$661K 0.01%
18,183
+2,968
1079
$660K 0.01%
26,552
+241
1080
$660K 0.01%
7,719
+807
1081
$659K 0.01%
5,738
+1,887
1082
$659K 0.01%
22,356
+6,250
1083
$658K 0.01%
9,177
+2,063
1084
$656K 0.01%
168,598
+29,645
1085
$656K 0.01%
25,981
+14,383
1086
$655K 0.01%
10,886
-1,353
1087
$655K 0.01%
22,456
+6,435
1088
$650K 0.01%
13,859
+2,510
1089
$649K 0.01%
19,339
-1,124
1090
$648K 0.01%
7,560
+284
1091
$647K 0.01%
16,726
+385
1092
$647K 0.01%
12,680
-848
1093
$644K 0.01%
8,834
+1,532
1094
$644K 0.01%
9,351
+2,241
1095
$644K 0.01%
24,250
-13,301
1096
$644K 0.01%
16,080
+1,403
1097
$642K 0.01%
38,677
+119
1098
$641K 0.01%
8,770
+1,440
1099
$640K 0.01%
9,884
+4,887
1100
$636K 0.01%
13,512
+2,550
42 43
44
45 46