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
1226
$498K 0.01%
7,709
-302
1227
$497K 0.01%
9,870
+3,934
1228
$497K 0.01%
6,158
+36
1229
$497K 0.01%
8,249
+152
1230
$496K 0.01%
+18,816
1231
$495K 0.01%
17,276
+2,408
1232
$495K 0.01%
13,240
+3,592
1233
$494K 0.01%
15,429
+3,181
1234
$494K 0.01%
37,168
+22,143
1235
$494K 0.01%
15,298
-1,224
1236
$493K 0.01%
14,477
-1,940
1237
$493K 0.01%
22,492
+4,976
1238
$493K 0.01%
10,004
+1,224
1239
$492K 0.01%
16,603
+630
1240
$490K 0.01%
1,937
-52
1241
$490K 0.01%
3,893
+286
1242
$489K 0.01%
+16,582
1243
$488K 0.01%
8,573
+2,273
1244
$488K 0.01%
39,462
+18,191
1245
$488K 0.01%
7,441
+500
1246
$486K 0.01%
4,677
-46
1247
$485K 0.01%
15,784
-256
1248
$484K 0.01%
17,994
+5,292
1249
$482K 0.01%
8,708
-40
1250
$482K 0.01%
9,473
-30
48 49
50
51 52