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
976
$2.61M 0.01%
28,741
-1,258
977
$2.6M 0.01%
29,021
+8,598
978
$2.6M 0.01%
29,978
-384
979
$2.6M 0.01%
28,089
-4,032
980
$2.59M 0.01%
53,941
-34,928
981
$2.58M 0.01%
56,127
+830
982
$2.58M 0.01%
30,466
+2,270
983
$2.58M 0.01%
174,962
+13,107
984
$2.56M 0.01%
69,710
-1,426
985
$2.56M 0.01%
41,426
-626
986
$2.56M 0.01%
34,171
+1,210
987
$2.56M 0.01%
68,914
+20,170
988
$2.55M 0.01%
251,080
+43,685
989
$2.54M 0.01%
27,451
+6,281
990
$2.53M 0.01%
367,983
+96,460
991
$2.53M 0.01%
5,203
+1,469
992
$2.52M 0.01%
34,551
-1,843
993
$2.52M 0.01%
50,612
+5,199
994
$2.51M 0.01%
25,193
-87
995
$2.51M 0.01%
53,407
-1,344
996
$2.51M 0.01%
17,811
+2,422
997
$2.5M 0.01%
59,006
-8,010
998
$2.5M 0.01%
96,650
+1,676
999
$2.5M 0.01%
398,832
+76,328
1000
$2.49M 0.01%
107,813
-101,130
38 39
40
41 42