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
1351
$398K ﹤0.01%
2,645
+717
1352
$397K ﹤0.01%
8,712
+2,576
1353
$395K ﹤0.01%
+23,261
1354
$394K ﹤0.01%
4,879
+149
1355
$394K ﹤0.01%
8,453
+365
1356
$393K ﹤0.01%
5,842
+222
1357
$393K ﹤0.01%
4,616
+1,248
1358
$392K ﹤0.01%
6,746
+2,196
1359
$391K ﹤0.01%
36,106
-2,366
1360
$390K ﹤0.01%
33,252
+6,270
1361
$388K ﹤0.01%
4,620
+1,845
1362
$387K ﹤0.01%
10,793
-4,689
1363
$386K ﹤0.01%
25,428
+1,224
1364
$385K ﹤0.01%
5,944
+410
1365
$384K ﹤0.01%
65,207
+3,915
1366
$381K ﹤0.01%
45,273
-2,068
1367
$381K ﹤0.01%
9,232
-132
1368
$381K ﹤0.01%
6,971
+276
1369
$379K ﹤0.01%
20,344
-2,535
1370
$379K ﹤0.01%
4,288
+1,532
1371
$378K ﹤0.01%
7,839
+2,750
1372
$378K ﹤0.01%
12,349
-176
1373
$377K ﹤0.01%
6,367
+147
1374
$377K ﹤0.01%
9,420
+4,070
1375
$377K ﹤0.01%
7,735
+993
53 54
55
56 57