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
1076
$2.08M 0.01%
62,350
+5,755
1077
$2.08M 0.01%
25,485
+6,457
1078
$2.07M 0.01%
61,877
+713
1079
$2.07M 0.01%
27,983
-90
1080
$2.06M 0.01%
38,511
-7,160
1081
$2.06M 0.01%
18,328
-56
1082
$2.04M 0.01%
112,325
-10,981
1083
$2.04M 0.01%
48,638
+6,477
1084
$2.04M 0.01%
23,163
+3,327
1085
$2.04M 0.01%
234,366
-1,305
1086
$2.02M 0.01%
95,994
-989
1087
$2.01M 0.01%
35,737
+2,722
1088
$2.01M 0.01%
39,967
-13,106
1089
$1.99M 0.01%
44,200
+1,740
1090
$1.99M 0.01%
76,600
-5,440
1091
$1.99M 0.01%
11,962
+15
1092
$1.98M 0.01%
101,564
-17,407
1093
$1.98M 0.01%
17,847
-1,410
1094
$1.98M 0.01%
41,393
+19,111
1095
$1.97M 0.01%
48,652
-2,888
1096
$1.97M 0.01%
28,048
-1,264
1097
$1.96M 0.01%
298,678
-65,097
1098
$1.96M 0.01%
16,872
+754
1099
$1.96M 0.01%
44,557
-3,010
1100
$1.95M 0.01%
26,449
+819
42 43
44
45 46