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
1126
$614K 0.01%
3,254
+1,641
1127
$613K 0.01%
5,065
+326
1128
$609K 0.01%
12,269
+3,608
1129
$606K 0.01%
14,002
+1,967
1130
$605K 0.01%
474
+19
1131
$605K 0.01%
126,334
+29,182
1132
$605K 0.01%
12,140
+2,160
1133
$604K 0.01%
15,077
+1,191
1134
$603K 0.01%
+29,542
1135
$602K 0.01%
29,527
-1,491
1136
$600K 0.01%
31,769
-3,464
1137
$600K 0.01%
11,003
-997
1138
$596K 0.01%
21,680
+375
1139
$593K 0.01%
21,762
-1,798
1140
$593K 0.01%
7,042
+1,344
1141
$593K 0.01%
27,537
-462
1142
$592K 0.01%
6,833
+1,076
1143
$591K 0.01%
+23,219
1144
$591K 0.01%
11,933
-8,005
1145
$588K 0.01%
282,529
+207,635
1146
$587K 0.01%
8,885
+40
1147
$587K 0.01%
26,678
+1,794
1148
$586K 0.01%
18,001
+7,910
1149
$584K 0.01%
14,956
+4,166
1150
$584K 0.01%
25,721
+763
44 45
46
47 48