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
1101
$634K 0.01%
10,171
+1,665
1102
$634K 0.01%
12,507
-1,132
1103
$634K 0.01%
38,272
-2,483
1104
$634K 0.01%
13,634
-11,656
1105
$634K 0.01%
5,512
-451
1106
$633K 0.01%
40,535
+4,801
1107
$633K 0.01%
606
+421
1108
$633K 0.01%
35,579
+4,435
1109
$632K 0.01%
29,650
+2,908
1110
$631K 0.01%
16,823
+1,734
1111
$631K 0.01%
37,713
+5,914
1112
$631K 0.01%
27,140
-30,685
1113
$631K 0.01%
11,618
+827
1114
$631K 0.01%
15,317
+193
1115
$626K 0.01%
27,562
+2,249
1116
– –
0
1117
$624K 0.01%
11,725
+2,435
1118
$623K 0.01%
10,072
+1,735
1119
$621K 0.01%
10,315
+3,076
1120
$620K 0.01%
10,043
+5,252
1121
$619K 0.01%
16,874
+2,050
1122
$617K 0.01%
41,694
+2,391
1123
$616K 0.01%
20,762
+4,220
1124
$616K 0.01%
22,161
+8,860
1125
$614K 0.01%
16,593
+7,311
43 44
45
46 47