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
901
$3.12M 0.01%
26,748
+495
902
$3.12M 0.01%
63,140
+2
903
$3.12M 0.01%
46,058
+4,533
904
$3.11M 0.01%
49,543
-1,896
905
$3.1M 0.01%
161,419
-760
906
$3.1M 0.01%
36,902
+303
907
$3.09M 0.01%
14,564
+2,260
908
$3.08M 0.01%
14,930
-1,076
909
$3.08M 0.01%
83,870
+28
910
$3.05M 0.01%
100,243
-1,217
911
$3.04M 0.01%
112,797
-14,433
912
$3.03M 0.01%
96,207
+10,642
913
$3.03M 0.01%
19,158
-959
914
$3.02M 0.01%
45,724
+8,187
915
$3.02M 0.01%
25,477
+954
916
$2.99M 0.01%
10,282
-3,494
917
$2.98M 0.01%
78,378
+3,447
918
$2.98M 0.01%
52,897
+2,225
919
$2.98M 0.01%
55,536
+9,705
920
$2.97M 0.01%
58,494
+840
921
$2.97M 0.01%
620,235
-190,694
922
$2.97M 0.01%
136,122
-2,325
923
$2.96M 0.01%
56,967
+2,838
924
$2.96M 0.01%
47,521
+1,029
925
$2.95M 0.01%
18,229
+2,102
35 36
37
38 39