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
1501
$303K ﹤0.01%
2,677
+284
1502
$303K ﹤0.01%
11,144
+937
1503
$303K ﹤0.01%
6,189
+913
1504
$302K ﹤0.01%
9,726
-2,940
1505
$301K ﹤0.01%
32,740
+8,730
1506
$301K ﹤0.01%
578
+77
1507
$301K ﹤0.01%
+5,400
1508
$301K ﹤0.01%
7,218
-72
1509
$301K ﹤0.01%
+9,910
1510
$300K ﹤0.01%
+10,230
1511
$300K ﹤0.01%
10,961
+144
1512
$300K ﹤0.01%
14,694
-1,209
1513
$300K ﹤0.01%
+1,764
1514
$299K ﹤0.01%
15,842
+2,954
1515
$299K ﹤0.01%
+5,178
1516
$299K ﹤0.01%
+4,770
1517
$298K ﹤0.01%
13,700
-6,623
1518
$298K ﹤0.01%
14,597
-117
1519
$298K ﹤0.01%
178,284
+78,002
1520
$297K ﹤0.01%
175,321
-20,762
1521
$297K ﹤0.01%
+6,186
1522
$296K ﹤0.01%
11,515
-590
1523
$294K ﹤0.01%
54,990
+11,100
1524
$294K ﹤0.01%
9,186
-1,776
1525
$293K ﹤0.01%
7,309
+1,472
59 60
61
62 63