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
726
$5.2M 0.02%
126,957
+7,601
727
$5.18M 0.02%
242,695
+35,570
728
$5.13M 0.02%
131,663
-1,736
729
$5.13M 0.02%
78,745
+4,717
730
$5.12M 0.02%
90,963
+4,156
731
$5.09M 0.02%
81,315
+12,208
732
$5.07M 0.02%
63,549
-24,538
733
$4.99M 0.02%
29,605
+5,194
734
$4.98M 0.02%
220,071
-50,263
735
$4.98M 0.02%
1,341,212
-554,166
736
$4.96M 0.02%
162,861
+4,995
737
$4.96M 0.02%
96,080
-48
738
$4.95M 0.02%
321,719
-13,256
739
$4.95M 0.02%
287,020
+61,925
740
$4.94M 0.02%
95,743
+54,774
741
$4.91M 0.02%
35,991
-7,952
742
$4.91M 0.02%
16,700
+268
743
$4.9M 0.02%
197,247
-102,868
744
$4.88M 0.02%
113,423
+5,275
745
$4.86M 0.02%
197,406
+32,303
746
$4.85M 0.02%
81,632
+261
747
$4.83M 0.02%
139,349
+5,306
748
$4.8M 0.02%
52,073
+831
749
$4.8M 0.02%
150,676
+4,885
750
$4.76M 0.02%
220,330
+66,593
28 29
30
31 32