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
1201
$522K 0.01%
25,280
+2,048
1202
$521K 0.01%
5,967
+476
1203
$520K 0.01%
30,700
-8,423
1204
$520K 0.01%
4,481
-544
1205
$516K 0.01%
7,109
-117
1206
$516K 0.01%
22,878
+3,130
1207
$515K 0.01%
4,115
+239
1208
$515K 0.01%
6,850
+1,089
1209
$515K 0.01%
9,262
+4,200
1210
$513K 0.01%
10,326
-3,147
1211
$513K 0.01%
20,731
-7,199
1212
$513K 0.01%
8,862
+129
1213
$513K 0.01%
7,077
+408
1214
$508K 0.01%
14,171
-6,436
1215
$508K 0.01%
7,989
+1,569
1216
$506K 0.01%
21,545
+3,110
1217
$505K 0.01%
37,225
+13,535
1218
$504K 0.01%
24,666
-1,110
1219
$504K 0.01%
15,630
+2,023
1220
$503K 0.01%
6,047
+3,781
1221
$502K 0.01%
7,115
+1,434
1222
$501K 0.01%
6,967
-2,623
1223
$500K 0.01%
11,369
+3,941
1224
$500K 0.01%
43,651
-31,504
1225
$500K 0.01%
16,781
+6,540
47 48
49
50 51