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
176
$11.1M 0.14%
1,476,214
+139,429
177
$11M 0.14%
712,371
-127,651
178
$11M 0.14%
338,516
+28,328
179
$10.9M 0.13%
132,568
-6,378
180
$10.9M 0.13%
244,345
-5,483
181
$10.9M 0.13%
235,705
-51,044
182
$10.8M 0.13%
82,024
+3,435
183
$10.8M 0.13%
168,172
+29,036
184
$10.7M 0.13%
102,430
+7,534
185
$10.6M 0.13%
103,433
+13,152
186
$10.6M 0.13%
135,275
+9,620
187
$10.5M 0.13%
898,789
+145,999
188
$10.5M 0.13%
95,903
+3,270
189
$10.5M 0.13%
1,443,586
-319,963
190
$10.5M 0.13%
615,888
+684
191
$10.4M 0.13%
261,902
+64,678
192
$10.4M 0.13%
149,114
-21,116
193
$10.3M 0.13%
455,020
+56,326
194
$10.3M 0.13%
71,149
+5,855
195
$10.2M 0.13%
76,589
+1,827
196
$10.2M 0.13%
519,951
+48,981
197
$10.2M 0.13%
297,142
+75,248
198
$10.2M 0.13%
254,951
-6,902
199
$10.1M 0.13%
153,627
+42,270
200
$10.1M 0.12%
197,168
+42,074
6 7
8
9 10