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
526
$9.03M 0.03%
452,221
+7,476
527
$9.02M 0.03%
215,259
+4,317
528
$8.99M 0.03%
402,116
-6,708
529
$8.99M 0.03%
204,730
+10,470
530
$8.98M 0.03%
158,759
+4,428
531
$8.91M 0.03%
1,879,779
+763,453
532
$8.89M 0.03%
502,992
+33,910
533
$8.88M 0.03%
764,538
+113,900
534
$8.88M 0.03%
53,226
+2,491
535
$8.87M 0.03%
184,891
-29,128
536
$8.86M 0.03%
299,709
-60,720
537
$8.84M 0.03%
43,774
+729
538
$8.83M 0.03%
66,064
+3,135
539
$8.83M 0.03%
202,427
+6,988
540
$8.82M 0.03%
802,895
+2,549
541
$8.81M 0.03%
102,436
+6,103
542
$8.8M 0.03%
286,526
+5,170
543
$8.79M 0.03%
146,970
+2,250
544
$8.76M 0.03%
523,150
+82,750
545
$8.73M 0.03%
73,590
+14,906
546
$8.71M 0.03%
429,379
+62,808
547
$8.7M 0.03%
60,400
+3,102
548
$8.62M 0.03%
1,305,608
+155,177
549
$8.6M 0.03%
82,611
+2,192
550
$8.59M 0.03%
55,407
+2,986
20 21
22
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