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
951
$2.78M 0.01%
44,979
-1,236
952
$2.78M 0.01%
32,424
+4,131
953
$2.77M 0.01%
23,700
+2,004
954
$2.77M 0.01%
69,522
+6,721
955
$2.75M 0.01%
18,597
+2,064
956
$2.74M 0.01%
193,727
+13,699
957
$2.73M 0.01%
19,449
+2,286
958
$2.72M 0.01%
10,149
-268
959
$2.72M 0.01%
116,620
+6,800
960
$2.7M 0.01%
25,469
+3,000
961
$2.69M 0.01%
611,924
-280,504
962
$2.69M 0.01%
31,156
-784
963
$2.67M 0.01%
12,586
+931
964
$2.67M 0.01%
94,702
+17,030
965
$2.66M 0.01%
33,254
-17,116
966
$2.65M 0.01%
37,456
-667
967
$2.65M 0.01%
14,393
+407
968
$2.65M 0.01%
23,183
-12,622
969
$2.64M 0.01%
44,784
+2,324
970
$2.63M 0.01%
26,809
-1,851
971
$2.63M 0.01%
48,448
-6,431
972
$2.63M 0.01%
21,748
-8,086
973
$2.63M 0.01%
35,102
+3,583
974
$2.62M 0.01%
177,983
-24,285
975
$2.61M 0.01%
121,492
+15,635
37 38
39
40 41