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
1476
$314K ﹤0.01%
5,197
+49
1477
$314K ﹤0.01%
63,820
-21,803
1478
$314K ﹤0.01%
19,295
+9,244
1479
$312K ﹤0.01%
+5,285
1480
$311K ﹤0.01%
3,505
+1,168
1481
$311K ﹤0.01%
18,072
-172
1482
$311K ﹤0.01%
9,832
-695
1483
$311K ﹤0.01%
8,177
-1,175
1484
$310K ﹤0.01%
4,902
+13
1485
$310K ﹤0.01%
+9,372
1486
$310K ﹤0.01%
15,832
+2,782
1487
$309K ﹤0.01%
5,750
+220
1488
$309K ﹤0.01%
6,378
+2,806
1489
$309K ﹤0.01%
+8,819
1490
$308K ﹤0.01%
+13,068
1491
$308K ﹤0.01%
4,208
+1,250
1492
$308K ﹤0.01%
15,096
+557
1493
$307K ﹤0.01%
+5,848
1494
$307K ﹤0.01%
+7,235
1495
$307K ﹤0.01%
3,398
+684
1496
$306K ﹤0.01%
5,481
+1,292
1497
$305K ﹤0.01%
14,035
+1,428
1498
$305K ﹤0.01%
4,448
+737
1499
$304K ﹤0.01%
+12,324
1500
$304K ﹤0.01%
+10,380
58 59
60
61 62