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
1201
$1.57M 0.01%
28,883
+529
1202
$1.57M 0.01%
63,558
-717
1203
$1.56M 0.01%
30,280
+2,231
1204
$1.56M 0.01%
40,767
-631
1205
$1.56M 0.01%
33,732
-11,398
1206
$1.56M 0.01%
42,975
+40
1207
$1.55M 0.01%
104,648
-2,402
1208
$1.55M 0.01%
30,066
-4,045
1209
$1.55M 0.01%
10,535
+36
1210
$1.54M 0.01%
51,608
-697
1211
$1.54M 0.01%
58,897
+8,120
1212
$1.54M 0.01%
15,852
+4,445
1213
$1.54M 0.01%
47,172
-318
1214
$1.54M 0.01%
26,991
-1,281
1215
$1.54M 0.01%
+67,887
1216
$1.53M 0.01%
23,863
-18
1217
$1.53M 0.01%
3,750
+680
1218
$1.53M 0.01%
88,532
+6,691
1219
$1.53M 0.01%
53,800
-11,420
1220
$1.53M 0.01%
21,526
-1,110
1221
$1.53M 0.01%
33,441
+2,910
1222
$1.52M 0.01%
7,964
+2,276
1223
$1.52M 0.01%
47,558
-359
1224
$1.51M 0.01%
31,828
-2,856
1225
$1.5M 0.01%
79,116
-19,637
47 48
49
50 51