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
1251
$482K 0.01%
11,307
+822
1252
$479K 0.01%
18,464
+3,424
1253
$479K 0.01%
7,596
+625
1254
$478K 0.01%
16,314
-1,547
1255
$476K 0.01%
5,057
+405
1256
$474K 0.01%
22,184
+2,099
1257
$472K 0.01%
+27,323
1258
$470K 0.01%
+2,270
1259
$469K 0.01%
175,564
-38,864
1260
$469K 0.01%
34,132
-1,656
1261
$469K 0.01%
92,753
-10,409
1262
$466K 0.01%
32,600
+1,883
1263
$465K 0.01%
18,433
+3,195
1264
$464K 0.01%
27,582
-25,858
1265
$463K 0.01%
14,698
-2,321
1266
$463K 0.01%
9,393
+8,404
1267
$462K 0.01%
+5,460
1268
$461K 0.01%
+6,958
1269
$460K 0.01%
33,664
-1,647
1270
$459K 0.01%
33,327
+12,168
1271
$459K 0.01%
31,374
+11,784
1272
$458K 0.01%
33,332
+8,204
1273
$457K 0.01%
241,615
+51,369
1274
$456K 0.01%
7,787
-85
1275
$455K 0.01%
16,023
-1,800
49 50
51
52 53