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
1276
$455K 0.01%
3,752
+317
1277
$452K 0.01%
10,583
-2,871
1278
$452K 0.01%
4,568
-715
1279
$452K 0.01%
112,334
+37,443
1280
$452K 0.01%
23,592
+7,268
1281
$451K 0.01%
6,765
+1,792
1282
$449K 0.01%
73,290
+13,305
1283
$449K 0.01%
29,474
+14,581
1284
$448K 0.01%
10,539
-952
1285
$448K 0.01%
+13,945
1286
$447K 0.01%
9,490
+808
1287
$447K 0.01%
7,045
+2,322
1288
$446K 0.01%
9,346
+3,143
1289
$444K 0.01%
+15,858
1290
$444K 0.01%
19,133
+3,988
1291
$443K 0.01%
2,868
-3,756
1292
$443K 0.01%
19,571
+1,541
1293
$443K 0.01%
8,145
+958
1294
$443K 0.01%
462
+338
1295
$442K 0.01%
27,637
-4,036
1296
$442K 0.01%
3,462
+232
1297
$442K 0.01%
47,698
+7,981
1298
$440K 0.01%
16,372
+10,329
1299
$440K 0.01%
3,598
+656
1300
$440K 0.01%
+15,494
50 51
52
53 54