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
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 14.26%
4 Industrials 8.96%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.2M 0.19%
127,407
-2,214
127
$15.2M 0.19%
480,846
-179,735
128
$15M 0.18%
211,981
-2,761
129
$14.9M 0.18%
162,911
+9,371
130
$14.8M 0.18%
129,736
+23,823
131
$14.7M 0.18%
321,942
-138,475
132
$14.6M 0.18%
212,279
-582
133
$14.5M 0.18%
158,026
-14,649
134
$14.2M 0.18%
443,190
+24,102
135
$14.1M 0.17%
229,115
-3,503
136
$14.1M 0.17%
102,647
+637
137
$14.1M 0.17%
292,457
-1,119
138
$14M 0.17%
243,844
+39,546
139
$14M 0.17%
147,969
+2,544
140
$13.9M 0.17%
111,245
-1,430
141
$13.9M 0.17%
156,031
-1,748
142
$13.8M 0.17%
153,023
-3,900
143
$13.8M 0.17%
273,527
+14,849
144
$13.8M 0.17%
101,297
+2,009
145
$13.7M 0.17%
148,821
+11,499
146
$13.5M 0.17%
103,854
-2,741
147
$13.4M 0.16%
2,178,305
+91,968
148
$13.3M 0.16%
161,596
+3,574
149
$13.3M 0.16%
130,241
+3,367
150
$13.2M 0.16%
325,943
+15,793
4 5
6
7 8