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
451
$11.8M 0.04%
171,316
-3,331
452
$11.8M 0.04%
84,178
+405
453
$11.7M 0.04%
162,662
-27,119
454
$11.6M 0.04%
122,450
+3,538
455
$11.6M 0.04%
277,014
+13,437
456
$11.6M 0.04%
325,134
+6,237
457
$11.6M 0.04%
836,574
+40,392
458
$11.5M 0.04%
178,209
-17,186
459
$11.5M 0.04%
409,178
-23,500
460
$11.5M 0.04%
30,531
+7,355
461
$11.5M 0.04%
378,622
+32,298
462
$11.4M 0.04%
570,527
+21,140
463
$11.3M 0.04%
74,597
-5,831
464
$11.3M 0.04%
277,884
-255
465
$11.2M 0.04%
132,099
-65
466
$11.2M 0.04%
493,980
+28,320
467
$11.2M 0.04%
20,971
+8,613
468
$11.1M 0.04%
240,530
+14,478
469
$11.1M 0.04%
368,572
+16,301
470
$11.1M 0.04%
176,741
+15,721
471
$11.1M 0.04%
591,850
-44,015
472
$11.1M 0.04%
473,286
-323,491
473
$11.1M 0.04%
230,374
+33,597
474
$11.1M 0.04%
76,060
+1,130
475
$11M 0.04%
688,941
+10,746
17 18
19
20 21