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
1301
$1.29M ﹤0.01%
58,560
-293
1302
$1.29M ﹤0.01%
10,011
-1,027
1303
$1.29M ﹤0.01%
40,092
-422
1304
$1.29M ﹤0.01%
6,218
+3,335
1305
$1.29M ﹤0.01%
7,803
-366
1306
$1.28M ﹤0.01%
34,442
+268
1307
$1.28M ﹤0.01%
59,177
-3,698
1308
$1.27M ﹤0.01%
92,814
+1,218
1309
$1.27M ﹤0.01%
41,518
-206
1310
$1.26M ﹤0.01%
66,952
+26,190
1311
$1.26M ﹤0.01%
17,692
-23
1312
$1.25M ﹤0.01%
32,466
-537
1313
$1.25M ﹤0.01%
50,222
-2,097
1314
$1.25M ﹤0.01%
131,234
+3,158
1315
$1.24M ﹤0.01%
13,503
-59
1316
$1.24M ﹤0.01%
15,930
+274
1317
$1.24M ﹤0.01%
60,084
+2,168
1318
$1.24M ﹤0.01%
26,323
-7,492
1319
$1.24M ﹤0.01%
17,749
-3,533
1320
$1.23M ﹤0.01%
146,041
-221,768
1321
$1.23M ﹤0.01%
88,702
-26,997
1322
$1.23M ﹤0.01%
59,811
+27,940
1323
$1.23M ﹤0.01%
52,148
-1,143
1324
$1.22M ﹤0.01%
25,610
+31
1325
$1.22M ﹤0.01%
54,824
+1,938
51 52
53
54 55