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
1876
$2K ﹤0.01%
116
1877
$2K ﹤0.01%
11,553
-10,228
1878
– –
-11,467
1879
– –
-6,830
1880
– –
-208
1881
– –
-6,225
1882
– –
-11,429
1883
– –
-8,104
1884
– –
-6,229
1885
– –
-13,126
1886
– –
-2,630
1887
– –
-14,324
1888
– –
-41,285
1889
– –
-3,911
1890
– –
-13,586
1891
– –
-8,575
1892
– –
-13,694
1893
– –
-7,810
1894
– –
-5,576
1895
– –
-19,947
1896
– –
-16,658
1897
– –
-357
1898
– –
-4,030
1899
– –
-11,924
1900
– –
-12,145
74 75
76
77 78