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
1176
$1.67M 0.01%
15,016
+121
1177
$1.66M 0.01%
56,090
+1,703
1178
$1.66M 0.01%
31,227
+130
1179
$1.66M 0.01%
110,364
-57
1180
$1.65M 0.01%
16,504
-5,862
1181
$1.64M 0.01%
9,903
-568
1182
$1.64M 0.01%
50,592
+4,752
1183
$1.64M 0.01%
37,826
+4,346
1184
$1.64M 0.01%
18,903
-846
1185
$1.63M 0.01%
21,264
+6,588
1186
$1.62M 0.01%
114,359
+37,922
1187
$1.62M 0.01%
74,324
+5,464
1188
$1.61M 0.01%
34,330
-2,297
1189
$1.61M 0.01%
40,443
+190
1190
$1.61M 0.01%
13,740
+595
1191
$1.61M 0.01%
22,343
+4,938
1192
$1.61M 0.01%
118,117
+4,347
1193
$1.6M 0.01%
157,459
-494
1194
$1.59M 0.01%
17,141
+299
1195
$1.59M 0.01%
10,999
+1,377
1196
$1.59M 0.01%
18,273
-22
1197
$1.59M 0.01%
31,128
+3,636
1198
$1.58M 0.01%
42,000
+130
1199
$1.58M 0.01%
46,648
-6,443
1200
$1.57M 0.01%
23,921
-8
46 47
48
49 50