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
476
$11M 0.04%
66,785
+8,362
477
$10.9M 0.04%
99,367
+4,731
478
$10.9M 0.04%
1,953,503
-43,334
479
$10.8M 0.04%
245,951
+31,013
480
$10.8M 0.04%
35,921
+364
481
$10.8M 0.04%
299,112
+8,367
482
$10.6M 0.04%
74,799
+2,819
483
$10.6M 0.04%
112,805
-8,764
484
$10.6M 0.04%
225,535
+8,403
485
$10.6M 0.04%
725,294
-142,671
486
$10.5M 0.04%
351,447
+26,171
487
$10.4M 0.04%
79,165
+5,295
488
$10.4M 0.04%
392,999
+65,430
489
$10.4M 0.04%
145,696
-52,309
490
$10.3M 0.04%
1,198,853
+324,376
491
$10.3M 0.04%
67,285
-75,545
492
$10.3M 0.04%
259,620
+4,879
493
$10.3M 0.04%
680,936
+41,864
494
$10.2M 0.04%
77,991
+3,221
495
$10.2M 0.04%
209,415
+8,465
496
$10.1M 0.04%
135,163
-36,605
497
$10M 0.04%
1,791,519
+97,374
498
$9.98M 0.04%
35,780
+5,397
499
$9.89M 0.04%
89,165
+8,610
500
$9.87M 0.04%
385,164
-61,360
18 19
20
21 22