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
501
$9.85M 0.04%
34,243
+1,103
502
$9.85M 0.04%
310,858
+2,254
503
$9.76M 0.04%
259,507
-163
504
$9.72M 0.03%
49,611
+4,299
505
$9.72M 0.03%
8,716
+1,210
506
$9.72M 0.03%
72,817
+924
507
$9.71M 0.03%
130,244
-1,877
508
$9.66M 0.03%
201,735
-32,601
509
$9.66M 0.03%
730,911
+56,934
510
$9.62M 0.03%
67,064
-10,686
511
$9.6M 0.03%
29,068
+1,161
512
$9.55M 0.03%
143,164
+56,475
513
$9.51M 0.03%
547,568
-206,657
514
$9.44M 0.03%
151,721
+14,003
515
$9.44M 0.03%
33,757
+2,494
516
$9.39M 0.03%
131,667
+33,204
517
$9.37M 0.03%
490,533
+255,410
518
$9.3M 0.03%
125,231
+4,311
519
$9.29M 0.03%
93,016
-2,363
520
$9.28M 0.03%
356,304
-13,186
521
$9.27M 0.03%
21,105
-2,860
522
$9.23M 0.03%
269,468
+7,089
523
$9.19M 0.03%
648,855
+384,505
524
$9.12M 0.03%
66,700
+13,950
525
$9.05M 0.03%
95,109
+3,826
19 20
21
22 23