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
376
$15.2M 0.05%
187,527
+24,021
377
$15.1M 0.05%
530,094
-13,956
378
$15.1M 0.05%
694,042
+66,806
379
$15.1M 0.05%
3,801,349
-421,324
380
$15.1M 0.05%
407,847
-24,901
381
$15M 0.05%
360,345
-5,617
382
$15M 0.05%
135,313
-4,893
383
$14.9M 0.05%
44
+2
384
$14.9M 0.05%
104,548
+19,628
385
$14.9M 0.05%
83,642
+1,985
386
$14.9M 0.05%
734,308
-51,698
387
$14.8M 0.05%
219,486
+5,794
388
$14.8M 0.05%
259,731
-115,238
389
$14.8M 0.05%
1,588,948
-138,446
390
$14.8M 0.05%
139,053
+1,525
391
$14.7M 0.05%
138,076
+4,041
392
$14.6M 0.05%
654,569
-150,855
393
$14.5M 0.05%
179,041
+5,872
394
$14.5M 0.05%
99,626
+2,516
395
$14.3M 0.05%
247,264
-34,024
396
$14.3M 0.05%
180,921
-18,972
397
$14.2M 0.05%
197,655
+3,669
398
$14.2M 0.05%
431,780
+29,622
399
$14.1M 0.05%
114,450
+1,073
400
$14.1M 0.05%
261,007
+12,530
14 15
16
17 18