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
1451
$323K ﹤0.01%
+12,415
1452
$323K ﹤0.01%
4,250
-588
1453
$323K ﹤0.01%
+14,038
1454
$322K ﹤0.01%
59,697
+7,434
1455
$322K ﹤0.01%
5,505
+1,508
1456
$322K ﹤0.01%
+19,966
1457
$321K ﹤0.01%
+8,473
1458
$321K ﹤0.01%
17,014
-7
1459
$321K ﹤0.01%
9,870
-1,541
1460
$320K ﹤0.01%
+11,493
1461
$320K ﹤0.01%
2,921
+759
1462
$319K ﹤0.01%
+12,770
1463
$319K ﹤0.01%
+6,457
1464
$319K ﹤0.01%
4,238
-378
1465
$319K ﹤0.01%
7,669
+621
1466
$319K ﹤0.01%
5,634
+499
1467
$318K ﹤0.01%
8,267
+5,257
1468
$318K ﹤0.01%
46,346
+5,005
1469
$318K ﹤0.01%
20,033
-2,394
1470
$317K ﹤0.01%
6,449
-208
1471
$317K ﹤0.01%
18,514
+5,332
1472
$316K ﹤0.01%
3,894
-1,386
1473
$316K ﹤0.01%
12,823
-1,042
1474
$315K ﹤0.01%
11,898
+574
1475
$314K ﹤0.01%
5,962
+359
57 58
59
60 61