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
576
$7.91M 0.03%
45,992
+3
577
$7.89M 0.03%
1,401,569
+146,923
578
$7.84M 0.03%
100,057
+8,899
579
$7.77M 0.03%
122,817
+2,712
580
$7.75M 0.03%
237,910
-54,485
581
$7.67M 0.03%
370,448
+30,634
582
$7.66M 0.03%
72,562
+8,458
583
$7.65M 0.03%
262,436
+21,342
584
$7.58M 0.03%
791,739
+748
585
$7.56M 0.03%
54,821
+3,678
586
$7.54M 0.03%
149,015
+11,740
587
$7.53M 0.03%
224,442
-16,193
588
$7.48M 0.03%
70,433
+4,577
589
$7.47M 0.03%
20,195
+405
590
$7.47M 0.03%
63,588
+3,983
591
$7.45M 0.03%
319,965
+6,269
592
$7.44M 0.03%
116,634
+5,441
593
$7.41M 0.03%
436,006
-183,367
594
$7.38M 0.03%
195,720
+15,326
595
$7.36M 0.03%
374,936
+53,575
596
$7.33M 0.03%
295,941
-106,185
597
$7.33M 0.03%
228,800
-153,641
598
$7.33M 0.03%
558,612
-26,693
599
$7.32M 0.03%
21,134
+7,070
600
$7.3M 0.03%
83,221
+2,881
22 23
24
25 26