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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
1,969
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.6M
3
+$12M
4
CAJ
Canon, Inc.
CAJ
+$11.1M
5
OUBS
USB AG (NEW)
OUBS
+$10.5M

Top Sells

1
+$18.2M
2
+$11.4M
3
+$8.2M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$7.14M
5
SNY icon
Sanofi
SNY
+$6.72M

Sector Composition

1 Financials 17.68%
2 Healthcare 14.41%
3 Technology 14.21%
4 Industrials 9.02%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-20,545
1952
– –
-1,067
1953
– –
-12,241
1954
– –
-10,108
1955
– –
-551
1956
– –
-11,467
1957
$0 ﹤0.01%
17,639
-693
1958
– –
-10,675
1959
– –
-10,851
1960
– –
-21,897
1961
– –
-3,652
1962
– –
-14,311
1963
– –
-51,893
1964
– –
-8,509
1965
– –
-11,615
1966
– –
-11,777
1967
– –
-10,653
1968
– –
-19,953
75 76 77 78
79