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
1301
$439K 0.01%
56,247
+8,356
1302
$438K 0.01%
5,923
+2,115
1303
$437K 0.01%
10,790
+2,956
1304
$436K 0.01%
11,881
-3,108
1305
$435K 0.01%
17,491
-15,450
1306
$435K 0.01%
19,269
-1,876
1307
$434K 0.01%
6,973
+1,295
1308
$433K 0.01%
36,547
-1,326
1309
$433K 0.01%
4,801
-775
1310
$431K 0.01%
12,877
+1,568
1311
$430K 0.01%
12,563
+3,332
1312
$430K 0.01%
8,800
+2,270
1313
$429K 0.01%
12,332
-1,943
1314
$428K 0.01%
4,747
-1,023
1315
$428K 0.01%
19,599
-1,546
1316
$428K 0.01%
10,015
+3,830
1317
$428K 0.01%
1,215
+414
1318
$425K 0.01%
14,673
-860
1319
$425K 0.01%
44,515
+16,669
1320
$425K 0.01%
14,322
-149
1321
$424K 0.01%
1,548
+24
1322
$424K 0.01%
24,689
-3,896
1323
$423K 0.01%
16,702
-2,025
1324
$423K 0.01%
8,063
-762
1325
$422K 0.01%
15,181
+887
51 52
53
54 55