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
876
$3.4M 0.01%
41,031
+1,833
877
$3.37M 0.01%
60,413
+13
878
$3.37M 0.01%
69,257
-2,468
879
$3.35M 0.01%
21,063
-2,626
880
$3.35M 0.01%
61,032
+816
881
$3.33M 0.01%
28,800
+4,776
882
$3.27M 0.01%
195,944
-3,198
883
$3.27M 0.01%
50,535
-716
884
$3.24M 0.01%
58,737
+2,598
885
$3.23M 0.01%
182,735
-2,957
886
$3.23M 0.01%
45,716
-2,058
887
$3.22M 0.01%
206,913
+33,216
888
$3.22M 0.01%
116,786
+1,257
889
$3.21M 0.01%
616,358
-47,297
890
$3.2M 0.01%
1,321,880
+61,106
891
$3.19M 0.01%
66,818
+2,152
892
$3.18M 0.01%
15,192
+447
893
$3.18M 0.01%
75,473
+7,534
894
$3.18M 0.01%
114,383
+24,126
895
$3.18M 0.01%
668,971
+178,219
896
$3.18M 0.01%
24,334
-26
897
$3.17M 0.01%
182,114
-33,917
898
$3.16M 0.01%
90,362
+927
899
$3.13M 0.01%
144,239
-37,201
900
$3.13M 0.01%
91,112
+22,100
34 35
36
37 38