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
1901
– –
-13,743
1902
– –
-14,584
1903
– –
-4,147
1904
– –
-5,615
1905
– –
-1,447
1906
– –
-8,935
1907
– –
-563
1908
– –
-3,973
1909
– –
-1
1910
– –
-10,234
1911
– –
-16,077
1912
– –
-8,442
1913
– –
-6,022
1914
– –
-65,233
1915
– –
-1,575
1916
– –
-10,575
1917
– –
-4,217
1918
– –
-1,386
1919
– –
-1,067
1920
– –
-12,241
1921
– –
-10,108
1922
– –
-551
1923
– –
-14,311
1924
– –
-8,509
1925
– –
-11,615
75 76
77
78 79