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
1001
$2.47M 0.01%
82,562
+4,764
1002
$2.46M 0.01%
251,503
+78,405
1003
$2.46M 0.01%
30,126
+17
1004
$2.46M 0.01%
231,900
-3,136
1005
$2.45M 0.01%
119,810
-2,537
1006
$2.45M 0.01%
192,632
+14,020
1007
$2.44M 0.01%
12,587
+88
1008
$2.44M 0.01%
129,247
-46,131
1009
$2.44M 0.01%
61,089
-37,163
1010
$2.44M 0.01%
81,788
+3,397
1011
$2.43M 0.01%
42,438
-1,023
1012
$2.43M 0.01%
46,074
+6,532
1013
$2.41M 0.01%
170,775
-12,175
1014
$2.41M 0.01%
36,681
-1,108
1015
$2.4M 0.01%
565
+18
1016
$2.4M 0.01%
354,237
-75,707
1017
$2.39M 0.01%
38,920
+2,887
1018
$2.39M 0.01%
36,622
-2,102
1019
$2.38M 0.01%
47,326
-29,134
1020
$2.37M 0.01%
27,379
-221
1021
$2.35M 0.01%
32,069
-353
1022
$2.34M 0.01%
15,985
+4,939
1023
$2.33M 0.01%
40,396
-1,388
1024
$2.33M 0.01%
240,414
+13,510
1025
$2.32M 0.01%
29,598
+47
39 40
41
42 43