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
1376
$1.13M ﹤0.01%
51,808
+8,844
1377
$1.12M ﹤0.01%
34,769
+1,530
1378
$1.12M ﹤0.01%
20,811
+1,226
1379
$1.12M ﹤0.01%
59,140
+1,960
1380
$1.12M ﹤0.01%
36,007
+16,624
1381
$1.12M ﹤0.01%
35,586
+1,292
1382
$1.11M ﹤0.01%
90,964
+2,575
1383
$1.11M ﹤0.01%
15,714
-653
1384
$1.11M ﹤0.01%
51,507
+8,618
1385
$1.11M ﹤0.01%
50,203
+1,565
1386
$1.11M ﹤0.01%
54,930
+804
1387
$1.11M ﹤0.01%
15,698
+7,057
1388
$1.11M ﹤0.01%
35,257
+14,316
1389
$1.1M ﹤0.01%
99,858
+2,208
1390
$1.1M ﹤0.01%
41,001
-5,013
1391
$1.1M ﹤0.01%
55,850
-4,196
1392
$1.1M ﹤0.01%
52,365
-7,351
1393
$1.09M ﹤0.01%
37,873
+1,595
1394
$1.09M ﹤0.01%
2,469
-9
1395
$1.09M ﹤0.01%
21,891
+86
1396
$1.09M ﹤0.01%
32,178
-81
1397
$1.09M ﹤0.01%
69,624
+2,100
1398
$1.08M ﹤0.01%
27,444
-189
1399
$1.08M ﹤0.01%
95,788
-34,971
1400
$1.08M ﹤0.01%
34,486
+3,186
54 55
56
57 58