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
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 14.26%
4 Industrials 8.96%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$67K ﹤0.01%
17,631
+3,813
1852
$66K ﹤0.01%
21,149
-3,348
1853
$62K ﹤0.01%
28,051
-16,087
1854
$60K ﹤0.01%
8,517
-4,293
1855
$52K ﹤0.01%
10,389
-22,285
1856
$50K ﹤0.01%
39,180
-7,257
1857
$50K ﹤0.01%
15,950
1858
$49K ﹤0.01%
+10,325
1859
$44K ﹤0.01%
3,515
-7,782
1860
$39K ﹤0.01%
10,302
-67,983
1861
$39K ﹤0.01%
11,867
-43,821
1862
$38K ﹤0.01%
911
+25
1863
$37K ﹤0.01%
251
-81
1864
$37K ﹤0.01%
2,964
+1,620
1865
$33K ﹤0.01%
+116
1866
$31K ﹤0.01%
18,382
+2,917
1867
$29K ﹤0.01%
2,599
+716
1868
$21K ﹤0.01%
689
1869
$19K ﹤0.01%
10,573
1870
$18K ﹤0.01%
2,333
-980
1871
$17K ﹤0.01%
16,826
-40,499
1872
$11K ﹤0.01%
8,350
-177,459
1873
$10K ﹤0.01%
13,069
-143
1874
$9K ﹤0.01%
3,917
-216
1875
$5K ﹤0.01%
14,138
-18,015
73 74
75
76 77