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
1901
– –
-9,246
1902
– –
-25,603
1903
– –
-2,457
1904
– –
-10,044
1905
– –
-13,743
1906
– –
-6,219
1907
– –
-2,175
1908
– –
-270
1909
– –
-4,121
1910
– –
-14,584
1911
– –
-4,147
1912
– –
-5,615
1913
– –
-1,447
1914
– –
-8,935
1915
– –
-6
1916
– –
-563
1917
– –
-3,973
1918
– –
-1
1919
– –
-10,234
1920
– –
-16,077
1921
– –
-8,442
1922
– –
-6,022
1923
– –
-65,233
1924
– –
-1,575
1925
– –
-20,545
75 76
77
78 79