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
1551
$279K ﹤0.01%
6,452
+150
1552
$279K ﹤0.01%
+8,773
1553
$279K ﹤0.01%
7,606
+165
1554
$278K ﹤0.01%
1,887
-1,722
1555
$277K ﹤0.01%
6,342
-884
1556
$277K ﹤0.01%
7,872
-2,038
1557
$277K ﹤0.01%
+5,861
1558
$277K ﹤0.01%
2,301
-145
1559
$276K ﹤0.01%
+4,083
1560
$276K ﹤0.01%
+7,695
1561
$276K ﹤0.01%
4,874
+9
1562
$276K ﹤0.01%
+2,851
1563
$276K ﹤0.01%
492
-869
1564
$276K ﹤0.01%
+5,488
1565
$275K ﹤0.01%
16,561
+1,481
1566
$275K ﹤0.01%
14,010
+387
1567
$274K ﹤0.01%
12,050
-17,834
1568
$274K ﹤0.01%
+12,276
1569
$273K ﹤0.01%
7,470
+1,913
1570
$272K ﹤0.01%
+3,547
1571
$272K ﹤0.01%
53,209
+14,540
1572
$271K ﹤0.01%
7,945
-1,183
1573
$271K ﹤0.01%
6,336
+387
1574
$271K ﹤0.01%
+16,925
1575
$270K ﹤0.01%
5,767
-36
61 62
63
64 65