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
826
$4M 0.01%
85,835
+36,037
827
$3.99M 0.01%
85,508
+756
828
$3.96M 0.01%
129,658
+3,865
829
$3.96M 0.01%
23,714
+2,745
830
$3.94M 0.01%
110,500
-187
831
$3.92M 0.01%
54,787
+276
832
$3.91M 0.01%
13,035
+1,335
833
$3.91M 0.01%
129,060
+23,538
834
$3.9M 0.01%
332,618
+24,692
835
$3.9M 0.01%
36,247
+2,557
836
$3.89M 0.01%
4,861
+287
837
$3.87M 0.01%
81,325
-2,017
838
$3.81M 0.01%
96,536
+3,991
839
$3.79M 0.01%
30,451
+3,491
840
$3.79M 0.01%
209,432
+18,110
841
$3.78M 0.01%
31,299
-7,063
842
$3.78M 0.01%
104,852
+3,998
843
$3.77M 0.01%
87,463
+369
844
$3.75M 0.01%
369,743
+117,775
845
$3.75M 0.01%
208,383
-20,304
846
$3.74M 0.01%
22,531
-8,201
847
$3.74M 0.01%
32,441
+6,847
848
$3.71M 0.01%
104,814
+59,955
849
$3.7M 0.01%
47,607
-2,543
850
$3.69M 0.01%
60,889
-750
32 33
34
35 36