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
176
$35.8M 0.13%
1,225,430
+50,720
177
$35.8M 0.13%
171,849
+2,720
178
$35.5M 0.13%
227,370
+4,684
179
$35.4M 0.13%
2,124,725
+5,215
180
$35.4M 0.13%
937,009
+24,109
181
$35.1M 0.13%
776,804
-7,745
182
$35M 0.13%
804,769
+225,890
183
$34.8M 0.12%
311,937
+7,253
184
$34.4M 0.12%
97,165
-1,931
185
$34.2M 0.12%
365,054
+6,238
186
$34.1M 0.12%
225,158
+5,095
187
$33.9M 0.12%
2,304,394
-617,355
188
$33.8M 0.12%
818,100
+103,831
189
$33.8M 0.12%
446,250
+30,050
190
$33.6M 0.12%
362,553
+10,295
191
$33.5M 0.12%
1,184,342
+15,183
192
$33.4M 0.12%
485,345
-25,611
193
$33.3M 0.12%
286,173
+3,934
194
$33.2M 0.12%
205,993
+1,503
195
$32.5M 0.12%
682,836
+10,152
196
$31.6M 0.11%
1,250,871
+21,403
197
$31.5M 0.11%
143,696
+5,705
198
$31.4M 0.11%
147,442
-1,267
199
$31.3M 0.11%
310,395
-15,656
200
$30.9M 0.11%
217,548
+4,755
6 7
8
9 10