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
1226
$1.5M 0.01%
46,073
+6,322
1227
$1.49M 0.01%
16,041
+306
1228
$1.49M 0.01%
9,385
+158
1229
$1.49M 0.01%
14,654
+382
1230
$1.49M 0.01%
27,067
+654
1231
$1.49M 0.01%
21,192
+1,200
1232
$1.49M 0.01%
23,054
+2,508
1233
$1.48M 0.01%
23,648
-1,101
1234
$1.48M 0.01%
89,134
-3,079
1235
$1.48M 0.01%
19,453
-3,180
1236
$1.47M 0.01%
44,437
+20,479
1237
$1.47M 0.01%
1,294
+356
1238
$1.47M 0.01%
27,735
+1,261
1239
$1.46M 0.01%
64,833
-13,734
1240
$1.46M 0.01%
69,097
+3,928
1241
$1.46M 0.01%
25,581
-1,285
1242
$1.45M 0.01%
146,190
+91,680
1243
$1.45M 0.01%
53,827
-1,105
1244
$1.45M 0.01%
32,743
-5,598
1245
$1.45M 0.01%
73,910
-10,980
1246
$1.45M 0.01%
55,725
-2,842
1247
$1.45M 0.01%
61,589
-27,327
1248
$1.45M 0.01%
30,154
-6,068
1249
$1.44M 0.01%
76,920
-2,024
1250
$1.43M 0.01%
142,707
+4,531
48 49
50
51 52