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
101
$54.3M 0.19%
574,128
+6,276
102
$54.2M 0.19%
984,530
+2,586
103
$53.4M 0.19%
1,064,078
+31,604
104
$53.2M 0.19%
926,424
-65,582
105
$53.2M 0.19%
736,910
+115,556
106
$52.7M 0.19%
293,108
+11,398
107
$52.1M 0.19%
887,590
+45,913
108
$52M 0.19%
107,210
+3,071
109
$51.9M 0.19%
190,191
+7,168
110
$51.9M 0.19%
141,668
+6,245
111
$50.9M 0.18%
558,564
-9,248
112
$50.8M 0.18%
263,478
+3,277
113
$50.7M 0.18%
1,016,016
+194,300
114
$50.1M 0.18%
599,011
-15,367
115
$49.9M 0.18%
168,748
+8,354
116
$49.8M 0.18%
977,689
+238,011
117
$49.8M 0.18%
925,284
-43,004
118
$49.7M 0.18%
295,252
+4,803
119
$49.7M 0.18%
1,945,399
+552,957
120
$49.6M 0.18%
246,951
+19,780
121
$49.4M 0.18%
1,264,059
+102,733
122
$49.1M 0.18%
883,034
+107,909
123
$48.2M 0.17%
364,415
-4,166
124
$47.9M 0.17%
228,005
-2,276
125
$47.7M 0.17%
1,976,193
+36,495
3 4
5
6 7