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
1951
– –
-53,743
1952
– –
-20,545
1953
– –
-6,830
1954
– –
-208
1955
– –
-8,575
1956
– –
-18,657
1957
– –
-2,175
1958
– –
-270
1959
– –
-4,121
1960
– –
-6
1961
– –
-11,467
1962
$0 ﹤0.01%
17,639
-693
1963
– –
-10,675
1964
– –
-10,851
1965
– –
-4,741
1966
– –
-21,897
1967
– –
-3,652
1968
– –
-51,893
75 76 77 78
79