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
201
$10.1M 0.12%
192,061
+28,458
202
$10.1M 0.12%
161,385
+6,786
203
$10.1M 0.12%
243,034
+53,775
204
$10.1M 0.12%
192,755
-1,847
205
$10.1M 0.12%
87,250
+2,546
206
$10M 0.12%
132,994
-4,779
207
$9.98M 0.12%
197,136
+7,653
208
$9.98M 0.12%
377,278
+63,154
209
$9.96M 0.12%
602,727
+52,834
210
$9.87M 0.12%
135,716
+1,446
211
$9.76M 0.12%
110,355
+18,307
212
$9.66M 0.12%
233,350
+2,099
213
$9.66M 0.12%
178,317
+2,453
214
$9.64M 0.12%
690,995
+185,325
215
$9.54M 0.12%
91,311
+2,003
216
$9.52M 0.12%
775,256
+493,002
217
$9.49M 0.12%
102,939
+5,353
218
$9.45M 0.12%
304,868
+37,402
219
$9.42M 0.12%
293,530
+12,174
220
$9.4M 0.12%
222,222
+146,911
221
$9.38M 0.12%
310,734
+19,124
222
$9.35M 0.12%
1,047,700
-467,246
223
$9.29M 0.11%
141,782
+3,263
224
$9.25M 0.11%
155,976
+13,778
225
$9.2M 0.11%
2,247,710
+50,640
7 8
9
10 11