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
1101
$1.95M 0.01%
53,202
+770
1102
$1.95M 0.01%
21,877
+3,747
1103
$1.94M 0.01%
73,434
-1,048
1104
$1.94M 0.01%
217,598
+147,571
1105
$1.94M 0.01%
22,591
-593
1106
$1.93M 0.01%
26,017
+2,728
1107
$1.92M 0.01%
86,952
-3,840
1108
$1.92M 0.01%
16,343
+91
1109
$1.92M 0.01%
26,056
+106
1110
$1.91M 0.01%
121,357
+2,298
1111
$1.91M 0.01%
38,264
-474
1112
$1.91M 0.01%
37,013
+93
1113
$1.9M 0.01%
166,464
+9,977
1114
$1.9M 0.01%
214,232
-61,649
1115
$1.89M 0.01%
74,964
+1,032
1116
$1.87M 0.01%
20,908
+1,731
1117
$1.86M 0.01%
49,395
+1,797
1118
$1.86M 0.01%
19,997
-128
1119
$1.86M 0.01%
52,445
-1,418
1120
$1.86M 0.01%
46,252
+554
1121
$1.85M 0.01%
101,372
-30,587
1122
$1.85M 0.01%
20,583
+2,449
1123
$1.84M 0.01%
24,029
-1,107
1124
$1.84M 0.01%
26,598
+218
1125
$1.83M 0.01%
37,978
-3,728
43 44
45
46 47