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
1251
$1.43M 0.01%
83,062
-806
1252
$1.43M 0.01%
199,228
-17,129
1253
$1.43M 0.01%
18,337
-8,278
1254
$1.43M 0.01%
205,854
-39,312
1255
$1.43M 0.01%
14,050
-1,349
1256
$1.43M 0.01%
33,976
+1,636
1257
$1.42M 0.01%
37,594
+1,795
1258
$1.42M 0.01%
91,348
-10,738
1259
$1.42M 0.01%
159,243
-12,088
1260
$1.42M 0.01%
78,851
-20,681
1261
$1.41M 0.01%
24,441
+5,162
1262
$1.41M 0.01%
47,762
+36,040
1263
$1.4M 0.01%
39,931
-884
1264
$1.4M 0.01%
6,767
+1,614
1265
$1.4M 0.01%
39,559
+833
1266
$1.39M 0.01%
16,969
+556
1267
$1.38M 0.01%
32,160
-348
1268
$1.38M 0.01%
27,525
+5,783
1269
$1.38M 0.01%
32,860
+3,451
1270
$1.37M ﹤0.01%
37,210
+8,003
1271
$1.37M ﹤0.01%
18,852
+1,249
1272
$1.37M ﹤0.01%
61,094
+8,791
1273
$1.37M ﹤0.01%
28,196
+951
1274
$1.36M ﹤0.01%
23,014
+2,266
1275
$1.36M ﹤0.01%
30,243
-2,416
49 50
51
52 53