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
351
$16.8M 0.06%
215,067
+19,546
352
$16.5M 0.06%
137,980
-5,005
353
$16.5M 0.06%
156,720
-5,028
354
$16.5M 0.06%
256,820
-55,666
355
$16.4M 0.06%
129,664
+29,618
356
$16.3M 0.06%
1,298,688
+167,749
357
$16.3M 0.06%
134,153
+45,371
358
$16.2M 0.06%
127,579
+2,624
359
$16.1M 0.06%
298,143
+5,238
360
$16M 0.06%
333,728
+40,046
361
$15.8M 0.06%
346,985
+20,605
362
$15.8M 0.06%
300,948
+11,372
363
$15.6M 0.06%
160,380
+13,500
364
$15.6M 0.06%
100,706
+11,394
365
$15.6M 0.06%
221,955
+10,038
366
$15.6M 0.06%
3,019,493
+34,906
367
$15.6M 0.06%
8,295,200
-369,510
368
$15.5M 0.06%
634,820
+148,409
369
$15.5M 0.06%
45,701
+2,280
370
$15.4M 0.06%
204,549
+1,861
371
$15.4M 0.06%
181,157
+11,240
372
$15.4M 0.06%
1,615,396
+215,309
373
$15.2M 0.05%
392,948
+8,432
374
$15.2M 0.05%
58,385
+921
375
$15.2M 0.05%
423,975
+5,996
13 14
15
16 17