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
701
$5.62M 0.02%
140,131
+24,020
702
$5.61M 0.02%
209,484
-14,209
703
$5.59M 0.02%
236,979
-4,197
704
$5.58M 0.02%
250,016
+38,744
705
$5.56M 0.02%
80,805
+5,958
706
$5.52M 0.02%
48,489
+6,311
707
$5.51M 0.02%
69,203
+898
708
$5.49M 0.02%
59,374
+5,069
709
$5.46M 0.02%
42,358
+2,214
710
$5.46M 0.02%
35,792
+4,869
711
$5.42M 0.02%
121,797
-5,423
712
$5.41M 0.02%
57,787
+395
713
$5.39M 0.02%
65,393
+11,450
714
$5.38M 0.02%
273,265
+42,943
715
$5.36M 0.02%
255,441
-37,985
716
$5.36M 0.02%
56,609
+1,066
717
$5.36M 0.02%
308,251
-67,681
718
$5.34M 0.02%
133,215
+19,089
719
$5.34M 0.02%
36,171
+1,581
720
$5.3M 0.02%
142,222
+31,616
721
$5.3M 0.02%
20,731
+4,353
722
$5.29M 0.02%
116,641
-8,715
723
$5.25M 0.02%
62,003
-3,776
724
$5.22M 0.02%
43,388
-266
725
$5.2M 0.02%
112,539
+10,195
27 28
29
30 31