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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
$8.93B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$18M
3
+$15.5M
4
SNY icon
Sanofi
SNY
+$13.7M
5
AGN
Allergan plc
AGN
+$13.6M

Top Sells

1
+$20.2M
2
+$13.3M
3
+$6.37M
4
VE
VEOLIA ENVIRONNEMENT
VE
+$4.35M
5
SAN icon
Banco Santander
SAN
+$3.13M

Sector Composition

1 Financials 17.05%
2 Healthcare 15.22%
3 Technology 14.48%
4 Industrials 8.72%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-492
1977
– –
-5,178
1978
– –
-5,632
1979
– –
-2,352
1980
– –
-5,622
1981
– –
-10,858
1982
– –
-624
1983
– –
-5,188
1984
– –
-7,847
1985
– –
-3,721
1986
– –
-27,233
1987
– –
-14,115
1988
– –
-12,327
1989
– –
-6,047
1990
– –
-3,336
1991
– –
-27,582
1992
– –
-46,765
1993
– –
-15,252
1994
– –
-10,833
1995
– –
-29,539
1996
– –
-10,915
1997
– –
-6,958
1998
– –
-8,003
1999
– –
-10,302
2000
– –
-689
78 79
80
81 82