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
426
$12.8M 0.05%
690,326
+92,176
427
$12.8M 0.05%
1,859,295
-283,367
428
$12.7M 0.05%
165,439
-3,275
429
$12.7M 0.05%
16,010
-557
430
$12.6M 0.05%
385,230
-143,111
431
$12.6M 0.05%
75,714
-6,058
432
$12.6M 0.05%
392,627
+89,736
433
$12.6M 0.05%
889,680
-17,078
434
$12.6M 0.05%
133,045
+2,725
435
$12.5M 0.05%
145,256
+6,894
436
$12.5M 0.05%
355,674
+10,385
437
$12.5M 0.04%
966,288
+289,268
438
$12.3M 0.04%
102,167
+6,217
439
$12.3M 0.04%
337,281
-62,103
440
$12.2M 0.04%
199,943
+10,731
441
$12.1M 0.04%
46,829
-663
442
$12M 0.04%
104,505
+2,123
443
$12M 0.04%
270,258
-26,461
444
$12M 0.04%
195,075
+2,545
445
$11.9M 0.04%
178,796
+7,099
446
$11.8M 0.04%
199,108
+23,823
447
$11.8M 0.04%
498,340
-23,839
448
$11.8M 0.04%
121,667
+2,702
449
$11.8M 0.04%
474,380
+15,775
450
$11.8M 0.04%
3,095
+134
16 17
18
19 20