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
551
$8.58M 0.03%
76,713
-659
552
$8.57M 0.03%
163,222
+34,078
553
$8.5M 0.03%
220,458
+34,254
554
$8.48M 0.03%
105,596
+3,148
555
$8.46M 0.03%
1,814,647
-141,144
556
$8.45M 0.03%
205,047
+20,822
557
$8.43M 0.03%
55,056
+7,280
558
$8.41M 0.03%
2,012,435
+78,758
559
$8.41M 0.03%
64,291
+2,697
560
$8.27M 0.03%
297,796
-9,318
561
$8.27M 0.03%
882,975
+169,843
562
$8.24M 0.03%
126,906
+14,888
563
$8.24M 0.03%
469,704
+72,074
564
$8.22M 0.03%
55,055
+2,264
565
$8.17M 0.03%
89,941
+8,730
566
$8.14M 0.03%
92,967
+26,102
567
$8.13M 0.03%
33,336
-5,146
568
$8.13M 0.03%
77,002
-5,122
569
$8.11M 0.03%
198,508
-1,046
570
$8.09M 0.03%
147,764
+21,397
571
$8.07M 0.03%
131,238
+4,326
572
$8.07M 0.03%
5,420
+2,070
573
$8.04M 0.03%
679,655
+107,777
574
$8.04M 0.03%
146,948
+22,484
575
$7.93M 0.03%
135,894
+21,003
21 22
23
24 25