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
$27.8B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,397
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$38.2M
3
+$27.2M
4
VZ icon
Verizon
VZ
+$26.9M
5
CTXS
Citrix Systems Inc
CTXS
+$19.2M

Top Sells

1
+$53.1M
2
+$25.3M
3
+$17.7M
4
CUK icon
Carnival PLC
CUK
+$17.1M
5
LYB icon
LyondellBasell Industries
LYB
+$14.4M

Sector Composition

1 Technology 20.12%
2 Financials 16.78%
3 Healthcare 13.34%
4 Consumer Discretionary 9.48%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21.4M 0.08%
407,356
-3,421
277
$21.3M 0.08%
358,734
+13,798
278
$21.3M 0.08%
363,418
+16,154
279
$21.1M 0.08%
127,353
+1,835
280
$21M 0.08%
683,502
+4,566
281
$20.8M 0.07%
135,760
-798
282
$20.7M 0.07%
393,255
+18,385
283
$20.6M 0.07%
297,694
-62,150
284
$20.6M 0.07%
407,090
+80,371
285
$20.6M 0.07%
366,436
+44,212
286
$20.6M 0.07%
846,006
-388,416
287
$20.5M 0.07%
1,028,327
-35,671
288
$20.4M 0.07%
107,256
-7,815
289
$20.3M 0.07%
371,727
+57,010
290
$20.3M 0.07%
269,555
+31,818
291
$20.3M 0.07%
841,268
-73,825
292
$20.1M 0.07%
747,538
+68,678
293
$20M 0.07%
1,015,231
+187,958
294
$20M 0.07%
1,035,519
+149,642
295
$20M 0.07%
134,108
-4,089
296
$20M 0.07%
98,458
+526
297
$19.9M 0.07%
237,375
-8,213
298
$19.9M 0.07%
391,123
-27,740
299
$19.9M 0.07%
251,458
+18,800
300
$19.8M 0.07%
240,861
-53,320
10 11
12
13 14