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
1051
$2.18M 0.01%
52,603
+845
1052
$2.18M 0.01%
11,523
-236
1053
$2.18M 0.01%
55,107
+5,528
1054
$2.17M 0.01%
25,333
-3,439
1055
$2.16M 0.01%
12,630
+2,276
1056
$2.16M 0.01%
23,811
-1,279
1057
$2.16M 0.01%
31,765
+2,125
1058
$2.15M 0.01%
22,031
+1,943
1059
$2.15M 0.01%
13,222
+1,797
1060
$2.15M 0.01%
45,904
-5,879
1061
$2.15M 0.01%
22,570
+3,087
1062
$2.14M 0.01%
37,751
-11,453
1063
$2.14M 0.01%
27,181
-638
1064
$2.14M 0.01%
34,528
-616
1065
$2.14M 0.01%
105,360
+2,061
1066
$2.14M 0.01%
52,827
+4,762
1067
$2.13M 0.01%
60,855
-2,393
1068
$2.13M 0.01%
30,118
+3,875
1069
$2.12M 0.01%
30,132
+1,400
1070
$2.12M 0.01%
21,887
+2,959
1071
$2.11M 0.01%
543,229
+114,139
1072
$2.11M 0.01%
9,876
+255
1073
$2.09M 0.01%
22,838
-76
1074
$2.09M 0.01%
63,426
-2,411
1075
$2.09M 0.01%
41,657
+6,188
41 42
43
44 45