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
1976
$363K ﹤0.01%
23,558
-894
1977
$363K ﹤0.01%
13,852
-5,371
1978
$362K ﹤0.01%
14,149
+100
1979
$362K ﹤0.01%
11,841
+462
1980
$360K ﹤0.01%
5,599
-35
1981
$360K ﹤0.01%
6,690
+1,258
1982
$360K ﹤0.01%
20,395
-1,372
1983
$360K ﹤0.01%
7,917
-2,653
1984
$360K ﹤0.01%
24,861
+367
1985
$359K ﹤0.01%
19,603
-384
1986
$358K ﹤0.01%
21,141
-1,910
1987
$357K ﹤0.01%
17,241
-1,635
1988
$354K ﹤0.01%
6,993
-885
1989
$354K ﹤0.01%
+8,507
1990
$352K ﹤0.01%
9,377
+477
1991
$351K ﹤0.01%
9,900
-695
1992
$349K ﹤0.01%
8,324
-14
1993
$349K ﹤0.01%
6,677
-184
1994
$348K ﹤0.01%
21,285
-4,481
1995
$347K ﹤0.01%
6,264
+400
1996
$346K ﹤0.01%
+13,416
1997
$346K ﹤0.01%
+12,232
1998
$345K ﹤0.01%
15,062
-2,502
1999
$344K ﹤0.01%
15,374
+3,509
2000
$343K ﹤0.01%
8,406
+1,988
78 79
80
81 82