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
1801
$139K ﹤0.01%
+10,023
1802
$136K ﹤0.01%
+12,182
1803
$136K ﹤0.01%
+11,932
1804
$135K ﹤0.01%
5,462
-154
1805
$131K ﹤0.01%
44,322
-450
1806
$129K ﹤0.01%
70,690
+13,519
1807
$127K ﹤0.01%
17,904
-108
1808
$127K ﹤0.01%
3,510
+158
1809
$125K ﹤0.01%
27,022
+9,546
1810
$124K ﹤0.01%
17,858
+4,405
1811
$123K ﹤0.01%
+13,427
1812
$123K ﹤0.01%
18,381
+2,709
1813
$122K ﹤0.01%
398
+115
1814
$121K ﹤0.01%
+12,248
1815
$121K ﹤0.01%
14,668
-6,148
1816
$121K ﹤0.01%
+10,596
1817
$120K ﹤0.01%
44,170
-86,051
1818
$120K ﹤0.01%
13,310
-1,816
1819
$117K ﹤0.01%
+15,988
1820
$117K ﹤0.01%
7,313
-860
1821
$115K ﹤0.01%
624
-399
1822
$115K ﹤0.01%
15,933
+935
1823
$115K ﹤0.01%
5,554
+477
1824
$110K ﹤0.01%
+3,227
1825
$109K ﹤0.01%
+16,258
71 72
73
74 75