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
1826
$108K ﹤0.01%
+10,646
1827
$107K ﹤0.01%
21,457
+5,390
1828
$106K ﹤0.01%
+10,596
1829
$106K ﹤0.01%
+27,233
1830
$106K ﹤0.01%
9,181
-1,536
1831
$100K ﹤0.01%
10,858
-48,228
1832
$100K ﹤0.01%
14,143
-656
1833
$100K ﹤0.01%
+12,442
1834
$99K ﹤0.01%
12,669
1835
$98K ﹤0.01%
35,198
+13,001
1836
$96K ﹤0.01%
13,251
-697
1837
$93K ﹤0.01%
30,960
-76,758
1838
$92K ﹤0.01%
775
+44
1839
$88K ﹤0.01%
13
+2
1840
$87K ﹤0.01%
10,146
-743
1841
$86K ﹤0.01%
19,568
-20,800
1842
$84K ﹤0.01%
+1,816
1843
$84K ﹤0.01%
4,744
+3,528
1844
$83K ﹤0.01%
14,181
-14,813
1845
$83K ﹤0.01%
15,852
+461
1846
$76K ﹤0.01%
2,339
+855
1847
$75K ﹤0.01%
2,610
+560
1848
$72K ﹤0.01%
82,110
-210,732
1849
$68K ﹤0.01%
+1,159
1850
$68K ﹤0.01%
+10,612
72 73
74
75 76