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
1151
$1.76M 0.01%
83,336
+52,912
1152
$1.76M 0.01%
103,942
+8,807
1153
$1.76M 0.01%
44,094
+568
1154
$1.75M 0.01%
14,016
-931
1155
$1.75M 0.01%
15,517
-82
1156
$1.75M 0.01%
18,232
+3,124
1157
$1.74M 0.01%
59,335
-453
1158
$1.74M 0.01%
29,793
-463
1159
$1.74M 0.01%
15,889
-750
1160
$1.74M 0.01%
41,392
+122
1161
$1.73M 0.01%
63,746
-4,585
1162
$1.72M 0.01%
66,260
-30,122
1163
$1.72M 0.01%
24,084
+235
1164
$1.71M 0.01%
496,513
+104,212
1165
$1.71M 0.01%
173,885
+14,175
1166
$1.71M 0.01%
3,082
-85
1167
$1.71M 0.01%
30,334
-2,451
1168
$1.7M 0.01%
15,462
+3,260
1169
$1.69M 0.01%
65,977
-11,578
1170
$1.69M 0.01%
1,109,024
-46,008
1171
$1.68M 0.01%
42,787
-1,811
1172
$1.68M 0.01%
12,682
+894
1173
$1.68M 0.01%
9,303
+299
1174
$1.68M 0.01%
112,954
-39,688
1175
$1.67M 0.01%
10,613
-386
45 46
47
48 49