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
1326
$1.22M ﹤0.01%
88,684
-19,134
1327
$1.22M ﹤0.01%
67,974
+23,305
1328
$1.22M ﹤0.01%
9,622
-1,401
1329
$1.21M ﹤0.01%
17,686
+2,352
1330
$1.21M ﹤0.01%
20,076
-2,459
1331
$1.21M ﹤0.01%
55,685
-22,349
1332
$1.21M ﹤0.01%
101,648
+36,483
1333
$1.21M ﹤0.01%
11,837
+220
1334
$1.21M ﹤0.01%
29,149
-1,337
1335
$1.21M ﹤0.01%
96,323
+3,820
1336
$1.21M ﹤0.01%
18,388
+1,500
1337
$1.21M ﹤0.01%
86,215
+15,118
1338
$1.21M ﹤0.01%
40,199
+961
1339
$1.21M ﹤0.01%
65,863
-5,155
1340
$1.2M ﹤0.01%
22,646
+272
1341
$1.2M ﹤0.01%
14,340
+145
1342
$1.2M ﹤0.01%
89,830
+12,032
1343
$1.2M ﹤0.01%
27,953
+3,385
1344
$1.2M ﹤0.01%
40,885
-726
1345
$1.2M ﹤0.01%
14,185
+252
1346
$1.2M ﹤0.01%
25,466
-3,825
1347
$1.19M ﹤0.01%
21,420
-4,128
1348
$1.19M ﹤0.01%
43,869
+1,682
1349
$1.18M ﹤0.01%
10,955
+1,513
1350
$1.18M ﹤0.01%
25,829
-6,342
52 53
54
55 56