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
926
$2.94M 0.01%
34,062
+3,691
927
$2.93M 0.01%
11,062
+2,237
928
$2.91M 0.01%
159,505
-49,119
929
$2.91M 0.01%
44,407
+3,775
930
$2.9M 0.01%
45,935
-736
931
$2.88M 0.01%
34,506
-1,063
932
$2.88M 0.01%
34,069
-1,499
933
$2.88M 0.01%
129,475
+7,630
934
$2.87M 0.01%
75,499
+11,776
935
$2.87M 0.01%
117,295
+12,277
936
$2.87M 0.01%
22,264
+59
937
$2.87M 0.01%
70,792
-1,034
938
$2.87M 0.01%
208,623
-103,619
939
$2.86M 0.01%
67,618
+761
940
$2.85M 0.01%
588,537
+21,250
941
$2.85M 0.01%
26,018
-1,886
942
$2.84M 0.01%
16,501
+453
943
$2.84M 0.01%
248,226
+109,025
944
$2.84M 0.01%
16,647
-633
945
$2.83M 0.01%
55,860
+2,846
946
$2.83M 0.01%
43,538
-2,392
947
$2.83M 0.01%
25,699
+898
948
$2.82M 0.01%
131,642
+2,911
949
$2.8M 0.01%
220,288
+18,320
950
$2.8M 0.01%
60,390
-6,065
36 37
38
39 40