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
1526
$292K ﹤0.01%
17,950
+2,206
1527
$292K ﹤0.01%
15,217
+37
1528
$292K ﹤0.01%
+5,724
1529
$292K ﹤0.01%
19,834
+2,463
1530
$291K ﹤0.01%
2,077
+349
1531
$291K ﹤0.01%
91
-273
1532
$289K ﹤0.01%
18,774
+6,088
1533
$287K ﹤0.01%
29,422
+1,424
1534
$287K ﹤0.01%
63,441
-1,294
1535
$286K ﹤0.01%
20,224
+1,449
1536
$285K ﹤0.01%
5,184
+669
1537
$285K ﹤0.01%
+9,576
1538
$285K ﹤0.01%
+5,166
1539
$284K ﹤0.01%
5,248
+36
1540
$283K ﹤0.01%
+2,914
1541
$282K ﹤0.01%
10,787
-10,838
1542
$281K ﹤0.01%
7,148
+1,501
1543
$281K ﹤0.01%
15,618
-2,820
1544
$280K ﹤0.01%
9,766
-14,262
1545
$280K ﹤0.01%
6,646
-395
1546
$280K ﹤0.01%
3,072
-9
1547
$280K ﹤0.01%
+8,341
1548
$280K ﹤0.01%
18,834
+5,547
1549
$280K ﹤0.01%
47,169
-7,237
1550
$279K ﹤0.01%
36,280
-43,079
60 61
62
63 64