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
1776
$171K ﹤0.01%
+14,917
1777
$171K ﹤0.01%
13,400
-33,690
1778
$171K ﹤0.01%
4,933
+35
1779
$171K ﹤0.01%
+12,834
1780
$170K ﹤0.01%
11,191
-4,201
1781
$169K ﹤0.01%
+13,617
1782
$168K ﹤0.01%
51,468
+35,763
1783
$166K ﹤0.01%
+10,974
1784
$166K ﹤0.01%
16,411
-4,384
1785
$164K ﹤0.01%
7,906
+765
1786
$163K ﹤0.01%
+22,159
1787
$163K ﹤0.01%
8,073
+238
1788
$159K ﹤0.01%
24,510
-64,474
1789
$158K ﹤0.01%
+11,493
1790
$157K ﹤0.01%
+11,208
1791
$154K ﹤0.01%
13,103
-13,906
1792
$154K ﹤0.01%
+13,572
1793
$154K ﹤0.01%
91,975
+10,171
1794
$149K ﹤0.01%
12,151
+1,022
1795
$148K ﹤0.01%
15,252
-7,302
1796
$148K ﹤0.01%
11,253
-2,623
1797
$147K ﹤0.01%
17,904
+5,233
1798
$142K ﹤0.01%
+12,248
1799
$140K ﹤0.01%
3,400
+542
1800
$139K ﹤0.01%
14,115
-5,343
70 71
72
73 74