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
851
$3.68M 0.01%
14,725
+3,076
852
$3.67M 0.01%
45,243
+6,509
853
$3.65M 0.01%
87,526
+1,867
854
$3.64M 0.01%
48,478
+3,982
855
$3.63M 0.01%
31,269
+4,812
856
$3.63M 0.01%
69,754
-629
857
$3.63M 0.01%
56,330
+8,090
858
$3.63M 0.01%
148,763
-1,277
859
$3.58M 0.01%
135,135
-7,193
860
$3.57M 0.01%
423,399
-102,241
861
$3.57M 0.01%
600,695
+44,094
862
$3.54M 0.01%
57,111
-243
863
$3.52M 0.01%
23,059
+450
864
$3.51M 0.01%
58,450
+8,918
865
$3.51M 0.01%
95,570
+618
866
$3.5M 0.01%
211,634
-24,299
867
$3.5M 0.01%
129,874
-7,903
868
$3.48M 0.01%
63,734
-3,960
869
$3.45M 0.01%
25,432
-2,599
870
$3.42M 0.01%
158,504
+55,503
871
$3.42M 0.01%
90,665
+19,217
872
$3.41M 0.01%
45,171
+5,536
873
$3.41M 0.01%
89,928
+49,453
874
$3.4M 0.01%
20,081
-251
875
$3.4M 0.01%
44,293
+1,031
33 34
35
36 37