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
1176
$547K 0.01%
16,239
+4,670
1177
$546K 0.01%
18,201
-3,147
1178
$538K 0.01%
8,042
-121
1179
$538K 0.01%
9,172
-950
1180
$538K 0.01%
8,848
+4,649
1181
$537K 0.01%
44,800
-2,267
1182
$536K 0.01%
16,290
-465
1183
$536K 0.01%
27,656
-6,905
1184
$535K 0.01%
7,741
+780
1185
$535K 0.01%
21,223
+7,213
1186
$534K 0.01%
+12,008
1187
$534K 0.01%
166,396
+133,944
1188
$534K 0.01%
15,195
+2,016
1189
$533K 0.01%
7,671
+989
1190
$530K 0.01%
7,023
+197
1191
$529K 0.01%
24,420
+10,854
1192
$528K 0.01%
38,029
-4,952
1193
$528K 0.01%
64,480
+24,512
1194
$527K 0.01%
4,541
+2,612
1195
$526K 0.01%
6,575
+2,478
1196
$525K 0.01%
4,761
-1,140
1197
$525K 0.01%
28,232
+4,539
1198
$523K 0.01%
26,447
-1,043
1199
$522K 0.01%
9,060
+3,138
1200
$522K 0.01%
22,174
-164,203
46 47
48
49 50