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
1676
$224K ﹤0.01%
9,935
-3,284
1677
$224K ﹤0.01%
15,336
-576
1678
$222K ﹤0.01%
+4,055
1679
$221K ﹤0.01%
3,153
-1,480
1680
$221K ﹤0.01%
+3,915
1681
$221K ﹤0.01%
6,035
+393
1682
$221K ﹤0.01%
1,863
-345
1683
$221K ﹤0.01%
5,351
+268
1684
$220K ﹤0.01%
+8,338
1685
$220K ﹤0.01%
+2,862
1686
$220K ﹤0.01%
7,204
-5,333
1687
$219K ﹤0.01%
+7,935
1688
$219K ﹤0.01%
13,813
-1,705
1689
$219K ﹤0.01%
+5,178
1690
$219K ﹤0.01%
+5,835
1691
$219K ﹤0.01%
15,119
-10
1692
$218K ﹤0.01%
+6,333
1693
$217K ﹤0.01%
+8,094
1694
$216K ﹤0.01%
+7,544
1695
$215K ﹤0.01%
+4,276
1696
$215K ﹤0.01%
+2,642
1697
$215K ﹤0.01%
44,061
-35,151
1698
$214K ﹤0.01%
15,685
+4,231
1699
$214K ﹤0.01%
+3,410
1700
$214K ﹤0.01%
1,997
-1,164
66 67
68
69 70