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
1926
– –
-11,777
1927
– –
-29,261
1928
– –
-10,071
1929
– –
-16,911
1930
– –
-61,676
1931
– –
-10,644
1932
– –
-7,058
1933
– –
-47,131
1934
– –
-10,653
1935
– –
-19,953
1936
– –
-90,663
1937
– –
-14,399
1938
– –
-9,678
1939
– –
-14,158
1940
– –
-3,424
1941
– –
-15,836
1942
– –
-3,892
1943
– –
-12,737
1944
– –
-17,390
1945
– –
-36,665
1946
– –
-41,220
1947
– –
-17,844
1948
– –
-10,125
1949
– –
-17,174
1950
– –
-3,074
75 76 77
78
79