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
776
$4.51M 0.02%
117,833
+5,756
777
$4.5M 0.02%
99,692
+5,116
778
$4.5M 0.02%
1,456,187
-69,056
779
$4.49M 0.02%
92,119
-42,513
780
$4.46M 0.02%
42,381
+580
781
$4.44M 0.02%
38,457
+1,581
782
$4.41M 0.02%
28,617
+5,120
783
$4.41M 0.02%
35,043
-163
784
$4.41M 0.02%
61,621
+270
785
$4.4M 0.02%
316,156
+78,800
786
$4.39M 0.02%
88,355
+10,555
787
$4.38M 0.02%
59,716
-391
788
$4.35M 0.02%
96,840
-1,928
789
$4.35M 0.02%
641,875
-263,975
790
$4.35M 0.02%
35,496
-581
791
$4.32M 0.02%
744,155
+8,502
792
$4.3M 0.02%
105,652
+6,444
793
$4.3M 0.02%
28,418
-285
794
$4.3M 0.02%
31,714
+1,668
795
$4.29M 0.02%
63,199
+13,193
796
$4.29M 0.02%
182,806
-26,594
797
$4.27M 0.02%
23,963
+383
798
$4.25M 0.02%
95,312
-9,979
799
$4.25M 0.02%
184,033
-13,670
800
$4.23M 0.02%
78,419
-4,211
30 31
32
33 34