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
1426
$343K ﹤0.01%
10,111
-31
1427
$341K ﹤0.01%
+19,026
1428
$341K ﹤0.01%
7,185
+314
1429
$340K ﹤0.01%
9,360
-2,178
1430
$339K ﹤0.01%
27,137
+6,477
1431
$338K ﹤0.01%
9,336
+2,305
1432
$338K ﹤0.01%
12,972
+216
1433
$336K ﹤0.01%
18,509
+4,733
1434
$336K ﹤0.01%
7,282
-2,810
1435
$335K ﹤0.01%
+10,774
1436
$335K ﹤0.01%
2,285
+161
1437
$334K ﹤0.01%
50,880
-4,616
1438
$334K ﹤0.01%
827
+16
1439
$333K ﹤0.01%
6,286
-215
1440
$330K ﹤0.01%
9,552
+2,946
1441
$329K ﹤0.01%
+10,431
1442
$329K ﹤0.01%
6,099
+1,721
1443
$328K ﹤0.01%
28,194
-6,096
1444
$327K ﹤0.01%
+3,551
1445
$327K ﹤0.01%
1,445
+507
1446
$327K ﹤0.01%
13,747
-21,705
1447
$326K ﹤0.01%
+11,733
1448
$325K ﹤0.01%
33,175
-3,886
1449
$324K ﹤0.01%
22,545
+2,554
1450
$324K ﹤0.01%
+18,201
56 57
58
59 60