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
1401
$358K ﹤0.01%
12,878
+4,207
1402
$358K ﹤0.01%
+7,195
1403
$357K ﹤0.01%
5,213
+1,368
1404
$356K ﹤0.01%
16,076
+400
1405
$356K ﹤0.01%
20,180
+11,619
1406
$354K ﹤0.01%
13,742
+1,862
1407
$354K ﹤0.01%
18,140
+7,180
1408
$353K ﹤0.01%
15,804
+8,819
1409
$352K ﹤0.01%
+3,401
1410
$352K ﹤0.01%
13,083
-142
1411
$351K ﹤0.01%
6,270
+169
1412
$351K ﹤0.01%
8,440
+601
1413
$351K ﹤0.01%
+8,576
1414
$350K ﹤0.01%
7,774
+212
1415
$350K ﹤0.01%
12,809
+3,931
1416
$350K ﹤0.01%
+12,339
1417
$349K ﹤0.01%
7,531
+1,311
1418
$349K ﹤0.01%
9,591
+945
1419
$349K ﹤0.01%
7,983
+2,694
1420
$348K ﹤0.01%
19,363
+3,337
1421
$348K ﹤0.01%
7,994
+1,796
1422
$346K ﹤0.01%
+12,517
1423
$345K ﹤0.01%
20,290
+565
1424
$344K ﹤0.01%
11,338
+1,054
1425
$344K ﹤0.01%
9,000
55 56
57
58 59