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
76
$68.2M 0.24%
606,259
+81,161
77
$67.4M 0.24%
764,012
+26,729
78
$67.1M 0.24%
172,408
+6,004
79
$67M 0.24%
601,257
+58,916
80
$65.7M 0.24%
422,341
+3,950
81
$64.4M 0.23%
436,844
+10,892
82
$64M 0.23%
498,849
+36,423
83
$63M 0.23%
1,262,729
+36,185
84
$62.7M 0.23%
30,516
+151
85
$62.5M 0.22%
210,471
-7,336
86
$62.3M 0.22%
561,428
+173,488
87
$61.7M 0.22%
280,630
+7,669
88
$61.1M 0.22%
717,987
+154,725
89
$60.7M 0.22%
228,650
-945
90
$60.4M 0.22%
1,238,118
-59,454
91
$59.3M 0.21%
4,358,075
+89,060
92
$58.4M 0.21%
682,761
+126,662
93
$58M 0.21%
1,570,582
+268,554
94
$57.5M 0.21%
250,035
+503
95
$57.4M 0.21%
418,864
-103,677
96
$56.4M 0.2%
421,210
+23,325
97
$56.4M 0.2%
353,131
+4,305
98
$55.6M 0.2%
376,585
+19,037
99
$54.4M 0.2%
255,433
+6,886
100
$54.4M 0.2%
965,158
+482,221
2 3
4
5 6