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
1751
$200K ﹤0.01%
+5,622
1752
$199K ﹤0.01%
16,245
+5,863
1753
$199K ﹤0.01%
15,759
+3,439
1754
$198K ﹤0.01%
19,352
+1,345
1755
$198K ﹤0.01%
+13,633
1756
$195K ﹤0.01%
10,228
-11,711
1757
$195K ﹤0.01%
16,618
-44,579
1758
$195K ﹤0.01%
12,096
-4,628
1759
$195K ﹤0.01%
+12,389
1760
$194K ﹤0.01%
+15,474
1761
$191K ﹤0.01%
19,136
+4,702
1762
$188K ﹤0.01%
20,427
+9,844
1763
$186K ﹤0.01%
26,598
+7,913
1764
$184K ﹤0.01%
127,804
+98,296
1765
$183K ﹤0.01%
+18,346
1766
$182K ﹤0.01%
6,462
+425
1767
$181K ﹤0.01%
11,020
+376
1768
$181K ﹤0.01%
42,546
-2,136
1769
$179K ﹤0.01%
+11,983
1770
$177K ﹤0.01%
1,711
-64
1771
$176K ﹤0.01%
12,327
+1,862
1772
$175K ﹤0.01%
+12,970
1773
$174K ﹤0.01%
+14,050
1774
$173K ﹤0.01%
+13,570
1775
$173K ﹤0.01%
+22,346
69 70
71
72 73