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
651
$6.34M 0.02%
42,165
-1,795
652
$6.34M 0.02%
60,274
+5,635
653
$6.33M 0.02%
83,280
+30,806
654
$6.29M 0.02%
181,685
+6,078
655
$6.29M 0.02%
33,557
+8,112
656
$6.27M 0.02%
123,146
-9,485
657
$6.27M 0.02%
81,119
+11,864
658
$6.26M 0.02%
64,492
+3,114
659
$6.25M 0.02%
44,600
+2,533
660
$6.22M 0.02%
95,110
-9,550
661
$6.18M 0.02%
310,568
-1,569
662
$6.13M 0.02%
464,011
+51,404
663
$6.1M 0.02%
446,012
-86,538
664
$6.1M 0.02%
238,872
+5,386
665
$6.07M 0.02%
86,263
+13,613
666
$6.05M 0.02%
99,062
-429
667
$6.05M 0.02%
77,336
-26,167
668
$6.04M 0.02%
122,268
+3,017
669
$6.03M 0.02%
53,831
+5,324
670
$6.02M 0.02%
144,628
-3,543
671
$6.01M 0.02%
134,217
-15,348
672
$5.99M 0.02%
125,373
-11,605
673
$5.98M 0.02%
768,715
-155,062
674
$5.97M 0.02%
100,064
-1,518
675
$5.96M 0.02%
205,925
+332
25 26
27
28 29