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
1351
$1.18M ﹤0.01%
55,521
-9,900
1352
$1.18M ﹤0.01%
13,711
+1,298
1353
$1.17M ﹤0.01%
13,906
-289
1354
$1.17M ﹤0.01%
52,583
+798
1355
$1.17M ﹤0.01%
24,102
+206
1356
$1.17M ﹤0.01%
21,592
+3,540
1357
$1.17M ﹤0.01%
7,358
-2,022
1358
$1.17M ﹤0.01%
31,882
+17,272
1359
$1.17M ﹤0.01%
39,182
+12,276
1360
$1.16M ﹤0.01%
25,128
+405
1361
$1.16M ﹤0.01%
17,665
+10,552
1362
$1.16M ﹤0.01%
33,102
+24,934
1363
$1.16M ﹤0.01%
32,723
-1,078
1364
$1.15M ﹤0.01%
9,192
+620
1365
$1.15M ﹤0.01%
14,385
+553
1366
$1.15M ﹤0.01%
94,025
-30,232
1367
$1.15M ﹤0.01%
24,091
+51
1368
$1.15M ﹤0.01%
34,989
-3,608
1369
$1.14M ﹤0.01%
25,490
-100
1370
$1.14M ﹤0.01%
99,155
-912
1371
$1.14M ﹤0.01%
9,327
1372
$1.13M ﹤0.01%
358,424
-12,268
1373
$1.13M ﹤0.01%
41,301
+4,629
1374
$1.13M ﹤0.01%
8,441
-976
1375
$1.13M ﹤0.01%
22,643
+2,083
53 54
55
56 57