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
1576
$270K ﹤0.01%
+19,890
1577
$270K ﹤0.01%
+8,186
1578
$270K ﹤0.01%
+291
1579
$269K ﹤0.01%
+6,232
1580
$268K ﹤0.01%
11,059
-1,384
1581
$268K ﹤0.01%
13,277
+181
1582
$267K ﹤0.01%
+5,506
1583
$267K ﹤0.01%
6,407
+121
1584
$267K ﹤0.01%
+6,174
1585
$267K ﹤0.01%
+11,873
1586
$266K ﹤0.01%
+9,506
1587
$265K ﹤0.01%
11,885
-1,036
1588
$265K ﹤0.01%
+9,030
1589
$264K ﹤0.01%
9,632
+1,776
1590
$264K ﹤0.01%
7,895
-698
1591
$263K ﹤0.01%
3,312
+221
1592
$263K ﹤0.01%
7,580
-1,037
1593
$263K ﹤0.01%
20,045
+283
1594
$263K ﹤0.01%
4,721
+1,023
1595
$262K ﹤0.01%
4,339
+28
1596
$262K ﹤0.01%
5,879
-1,183
1597
$261K ﹤0.01%
+53
1598
$260K ﹤0.01%
6,887
+116
1599
$260K ﹤0.01%
+16,270
1600
$260K ﹤0.01%
24,485
+8,510
62 63
64
65 66