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
1701
$214K ﹤0.01%
25,468
-6,177
1702
$213K ﹤0.01%
+7,366
1703
$213K ﹤0.01%
+6,607
1704
$213K ﹤0.01%
+26,018
1705
$213K ﹤0.01%
+8,660
1706
$213K ﹤0.01%
+3,529
1707
$213K ﹤0.01%
+5,047
1708
$212K ﹤0.01%
16,561
-4,663
1709
$212K ﹤0.01%
+15,942
1710
$212K ﹤0.01%
+4,537
1711
$212K ﹤0.01%
3,161
+212
1712
$212K ﹤0.01%
+7,847
1713
$212K ﹤0.01%
26,407
-12,209
1714
$212K ﹤0.01%
+29,062
1715
$211K ﹤0.01%
4,971
-1,853
1716
$209K ﹤0.01%
4,094
-3,452
1717
$209K ﹤0.01%
+8,245
1718
$208K ﹤0.01%
+6,004
1719
$208K ﹤0.01%
+19,544
1720
$208K ﹤0.01%
+6,257
1721
$208K ﹤0.01%
+5,511
1722
$208K ﹤0.01%
+8,123
1723
$208K ﹤0.01%
+7,522
1724
$208K ﹤0.01%
+7,809
1725
$207K ﹤0.01%
+11,484
67 68
69
70 71