AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
1,969
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$12.6M
3 +$12M
4
CAJ
Canon, Inc.
CAJ
+$11.1M
5
OUBS
USB AG (NEW)
OUBS
+$10.5M

Top Sells

1 +$18.2M
2 +$11.4M
3 +$8.2M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$7.14M
5
SNY icon
Sanofi
SNY
+$6.72M

Sector Composition

1 Financials 17.68%
2 Healthcare 14.41%
3 Technology 14.21%
4 Industrials 9.02%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$2K ﹤0.01%
116
1877
$2K ﹤0.01%
11,553
-10,228
1878
-6,830
1879
-12,145
1880
-9,246
1881
-25,603
1882
-2,457
1883
-10,044
1884
-13,743
1885
-2,175
1886
-14,584
1887
-5,576
1888
-4,217
1889
-90,663
1890
-208
1891
-6,225
1892
-11,429
1893
-6,229
1894
-13,126
1895
-2,630
1896
-14,324
1897
-41,285
1898
-3,911
1899
-13,586
1900
-13,694