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
1326
$420K 0.01%
9,213
+4,235
1327
$420K 0.01%
+12,063
1328
$418K 0.01%
38,106
+8,309
1329
$418K 0.01%
5,365
-1,732
1330
$418K 0.01%
21,596
+5,715
1331
$418K 0.01%
11,249
+906
1332
$418K 0.01%
17,803
+3,756
1333
$416K 0.01%
+82,204
1334
$415K 0.01%
5,753
+1,301
1335
$414K 0.01%
8,271
+60
1336
$413K 0.01%
20,006
+264
1337
$412K 0.01%
10,121
+3,653
1338
$410K 0.01%
13,584
+3,012
1339
$410K 0.01%
57,071
-86,745
1340
$409K 0.01%
8,342
-3,079
1341
$408K 0.01%
10,581
+2,396
1342
$406K 0.01%
11,109
+3,424
1343
$405K 0.01%
+2,247
1344
$404K 0.01%
9,078
+1,564
1345
$404K 0.01%
10,915
+5,186
1346
$404K 0.01%
11,650
-813
1347
$404K 0.01%
12,106
+2,024
1348
$403K 0.01%
9,988
+332
1349
$403K 0.01%
9,950
-1,551
1350
$399K ﹤0.01%
13,060
+2,590
52 53
54
55 56