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
1151
$582K 0.01%
11,304
+857
1152
$581K 0.01%
21,460
+1,697
1153
$580K 0.01%
5,599
-5,001
1154
$579K 0.01%
24,090
-3,710
1155
$569K 0.01%
7,226
-212
1156
$566K 0.01%
11,050
+117
1157
$566K 0.01%
6,864
-1,439
1158
$565K 0.01%
3,450
+470
1159
$565K 0.01%
14,057
+3,967
1160
$563K 0.01%
6,567
+1,783
1161
$562K 0.01%
270,377
-157,833
1162
$561K 0.01%
37,705
+13,445
1163
$561K 0.01%
16,081
+2,232
1164
$561K 0.01%
20,362
+8,949
1165
$560K 0.01%
6,499
-1,422
1166
$560K 0.01%
10,598
+3,227
1167
$558K 0.01%
38,891
+4,594
1168
$554K 0.01%
9,434
+2,127
1169
$553K 0.01%
5,182
+301
1170
$550K 0.01%
18,081
+2,176
1171
$550K 0.01%
77,050
+46,632
1172
$549K 0.01%
12,585
-693
1173
$548K 0.01%
14,148
+1,142
1174
$548K 0.01%
+32,305
1175
$547K 0.01%
22,869
-1,690
45 46
47
48 49