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 20.1%
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
626
$6.69M 0.02%
170,635
-76,152
627
$6.69M 0.02%
131,573
-27,092
628
$6.68M 0.02%
17,686
-9,751
629
$6.64M 0.02%
128,396
+1,631
630
$6.63M 0.02%
127,675
+1,829
631
$6.63M 0.02%
141,402
+8,220
632
$6.62M 0.02%
374,543
-221,476
633
$6.62M 0.02%
110,038
-21,474
634
$6.6M 0.02%
90,570
+5,009
635
$6.6M 0.02%
26,063
+1,564
636
$6.57M 0.02%
69,005
+5,372
637
$6.57M 0.02%
747,942
-24,551
638
$6.57M 0.02%
117,329
-19,588
639
$6.55M 0.02%
17,493
-11,079
640
$6.48M 0.02%
138,834
+5,688
641
$6.47M 0.02%
252,812
-46,105
642
$6.45M 0.02%
275,996
+28,153
643
$6.42M 0.02%
126,665
+5,425
644
$6.42M 0.02%
174,398
-8,061
645
$6.42M 0.02%
209,745
-25,791
646
$6.41M 0.02%
59,295
-17,683
647
$6.41M 0.02%
149,297
-1,825
648
$6.4M 0.02%
25,522
+1,078
649
$6.36M 0.02%
16,902
+838
650
$6.34M 0.02%
153,811
-127,676
24 25
26
27 28