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
1126
$1.83M 0.01%
28,079
+205
1127
$1.83M 0.01%
51,117
-1,640
1128
$1.82M 0.01%
63,582
-14,488
1129
$1.82M 0.01%
28,732
+5,739
1130
$1.82M 0.01%
161,075
+4,423
1131
$1.82M 0.01%
42,095
+348
1132
$1.8M 0.01%
93,185
-30,483
1133
$1.8M 0.01%
222,618
-1,652
1134
$1.79M 0.01%
38,036
-1,519
1135
$1.78M 0.01%
15,220
+988
1136
$1.78M 0.01%
59,502
+17,377
1137
$1.78M 0.01%
19,901
+3,027
1138
$1.78M 0.01%
48,988
+30,865
1139
$1.78M 0.01%
30,907
-3,140
1140
$1.78M 0.01%
97,994
+4,589
1141
$1.77M 0.01%
13,789
+271
1142
$1.77M 0.01%
119,414
-6,990
1143
$1.77M 0.01%
20,030
+162
1144
$1.77M 0.01%
54,544
+22,699
1145
$1.77M 0.01%
52,448
+952
1146
$1.77M 0.01%
20,234
+127
1147
$1.76M 0.01%
7,361
+19
1148
$1.76M 0.01%
39,645
-9
1149
$1.76M 0.01%
161,611
+82,938
1150
$1.76M 0.01%
38,313
-1,264
44 45
46
47 48