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
1601
$260K ﹤0.01%
+4,251
1602
$259K ﹤0.01%
+4,114
1603
$259K ﹤0.01%
60,241
+4,174
1604
$258K ﹤0.01%
+5,853
1605
$258K ﹤0.01%
17,359
+3,797
1606
$257K ﹤0.01%
+17,195
1607
$257K ﹤0.01%
+5,538
1608
$257K ﹤0.01%
+15,009
1609
$257K ﹤0.01%
13,238
-92
1610
$256K ﹤0.01%
+9,467
1611
$255K ﹤0.01%
+5,130
1612
$254K ﹤0.01%
+13,857
1613
$254K ﹤0.01%
+7,328
1614
$253K ﹤0.01%
+13,713
1615
$253K ﹤0.01%
+6,239
1616
$252K ﹤0.01%
12,141
-504
1617
$252K ﹤0.01%
26,397
-26,545
1618
$251K ﹤0.01%
+2,049
1619
$251K ﹤0.01%
19,218
-2,908
1620
$251K ﹤0.01%
12,260
-537
1621
$249K ﹤0.01%
+4,476
1622
$249K ﹤0.01%
6,329
+57
1623
$248K ﹤0.01%
+3,336
1624
$248K ﹤0.01%
12,614
+2,402
1625
$248K ﹤0.01%
1,816
-287
63 64
65
66 67