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
1376
$376K ﹤0.01%
+1,310
1377
$374K ﹤0.01%
18,173
+317
1378
$373K ﹤0.01%
10,986
-5,320
1379
$373K ﹤0.01%
+9,886
1380
$372K ﹤0.01%
10,315
+1,342
1381
$371K ﹤0.01%
10,423
+576
1382
$371K ﹤0.01%
4,519
+842
1383
$370K ﹤0.01%
20,202
-79,092
1384
$369K ﹤0.01%
2,970
-534
1385
$367K ﹤0.01%
11,876
-23
1386
$367K ﹤0.01%
+14,832
1387
$365K ﹤0.01%
344,541
+149,455
1388
$364K ﹤0.01%
26,706
-1,162
1389
$364K ﹤0.01%
+1,258
1390
$363K ﹤0.01%
4,046
+528
1391
$362K ﹤0.01%
8,175
-2,665
1392
$361K ﹤0.01%
14,797
+401
1393
$361K ﹤0.01%
15,088
-2,515
1394
$361K ﹤0.01%
14,509
+362
1395
$360K ﹤0.01%
6,778
+396
1396
$360K ﹤0.01%
4,394
+1,226
1397
$360K ﹤0.01%
16,973
+4,391
1398
$360K ﹤0.01%
7,483
+2,093
1399
$359K ﹤0.01%
21,814
+1,058
1400
$359K ﹤0.01%
5,419
-3,334
54 55
56
57 58