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
1651
$234K ﹤0.01%
+9,973
1652
$234K ﹤0.01%
4,414
-330
1653
$233K ﹤0.01%
+8,440
1654
$233K ﹤0.01%
+6,754
1655
$233K ﹤0.01%
+4,943
1656
$233K ﹤0.01%
15,097
-566
1657
$232K ﹤0.01%
+7,774
1658
$232K ﹤0.01%
+1,647
1659
$232K ﹤0.01%
+5,225
1660
$232K ﹤0.01%
+10,481
1661
$232K ﹤0.01%
+8,506
1662
$231K ﹤0.01%
+5,803
1663
$231K ﹤0.01%
+17,173
1664
$230K ﹤0.01%
+2,604
1665
$229K ﹤0.01%
1,801
-931
1666
$228K ﹤0.01%
+6,930
1667
$227K ﹤0.01%
+1,485
1668
$227K ﹤0.01%
4,971
-1,563
1669
$227K ﹤0.01%
23,132
+17
1670
$227K ﹤0.01%
16,074
+1,878
1671
$227K ﹤0.01%
13,767
-2,939
1672
$225K ﹤0.01%
6,364
+43
1673
$225K ﹤0.01%
16,197
-3,609
1674
$225K ﹤0.01%
+3,634
1675
$224K ﹤0.01%
13,815
+985
65 66
67
68 69