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
751
$4.75M 0.02%
97,184
-2,521
752
$4.74M 0.02%
80,999
+2,244
753
$4.73M 0.02%
65,519
+11,355
754
$4.71M 0.02%
102,686
+4,487
755
$4.71M 0.02%
136,336
+34,500
756
$4.7M 0.02%
233,683
-76,546
757
$4.68M 0.02%
74,689
-937
758
$4.67M 0.02%
31,306
-7,223
759
$4.67M 0.02%
75,751
-8,572
760
$4.67M 0.02%
70,180
+12,644
761
$4.67M 0.02%
102,725
+36,721
762
$4.66M 0.02%
38,844
+4,729
763
$4.64M 0.02%
129,305
+23,659
764
$4.61M 0.02%
119,402
-3,238
765
$4.57M 0.02%
119,729
+639
766
$4.57M 0.02%
134,139
+3,231
767
$4.56M 0.02%
171,706
+5,411
768
$4.56M 0.02%
36,589
+561
769
$4.55M 0.02%
170,647
-33,106
770
$4.55M 0.02%
1,204,793
-2,453
771
$4.55M 0.02%
32,988
+1,111
772
$4.54M 0.02%
32,308
-2,429
773
$4.54M 0.02%
55,292
-38,206
774
$4.54M 0.02%
62,542
+2,529
775
$4.51M 0.02%
86,413
+3,123
29 30
31
32 33