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
676
$5.94M 0.02%
5,197
+190
677
$5.92M 0.02%
216,878
-32,270
678
$5.91M 0.02%
545,362
-89,514
679
$5.87M 0.02%
196,179
+14,761
680
$5.87M 0.02%
505,661
-43,677
681
$5.83M 0.02%
97,145
-3,324
682
$5.83M 0.02%
197,271
-22,028
683
$5.82M 0.02%
140,752
+33,470
684
$5.81M 0.02%
89,765
+7,396
685
$5.79M 0.02%
239,774
-20,250
686
$5.79M 0.02%
30,913
+14,585
687
$5.78M 0.02%
73,633
-4,808
688
$5.77M 0.02%
831,832
+50,781
689
$5.77M 0.02%
168,319
+5,583
690
$5.74M 0.02%
203,910
-91,566
691
$5.73M 0.02%
67,514
+28,025
692
$5.73M 0.02%
58,549
+999
693
$5.73M 0.02%
35,772
+278
694
$5.69M 0.02%
24,940
+1,353
695
$5.64M 0.02%
22,484
+393
696
$5.64M 0.02%
210,499
+47,215
697
$5.64M 0.02%
82,691
+9,297
698
$5.64M 0.02%
64,562
+471
699
$5.63M 0.02%
243,856
+22,316
700
$5.62M 0.02%
817,153
-154,828
26 27
28
29 30