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
1626
$247K ﹤0.01%
8,777
-2,752
1627
$247K ﹤0.01%
+2,313
1628
$247K ﹤0.01%
3,958
-717
1629
$247K ﹤0.01%
+2,334
1630
$246K ﹤0.01%
+10,010
1631
$246K ﹤0.01%
17,023
+491
1632
$244K ﹤0.01%
6,222
-544
1633
$244K ﹤0.01%
9,329
+284
1634
$244K ﹤0.01%
26,179
-3,531
1635
$242K ﹤0.01%
+4,527
1636
$242K ﹤0.01%
+7,960
1637
$242K ﹤0.01%
13,945
-2,071
1638
$242K ﹤0.01%
+6,341
1639
$241K ﹤0.01%
+5,789
1640
$239K ﹤0.01%
+13,986
1641
$239K ﹤0.01%
16,891
+1,080
1642
$239K ﹤0.01%
+1,643
1643
$239K ﹤0.01%
28,310
+8,681
1644
$238K ﹤0.01%
+7,624
1645
$238K ﹤0.01%
7,671
-10,613
1646
$237K ﹤0.01%
+15,854
1647
$237K ﹤0.01%
+7,495
1648
$236K ﹤0.01%
+44,752
1649
$236K ﹤0.01%
+6,052
1650
$234K ﹤0.01%
+6,171
64 65
66
67 68