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
1401
$1.07M ﹤0.01%
47,927
-1,217
1402
$1.07M ﹤0.01%
34,226
+11,309
1403
$1.07M ﹤0.01%
24,405
-1,026
1404
$1.06M ﹤0.01%
56,570
+94
1405
$1.06M ﹤0.01%
11,246
+2,154
1406
$1.06M ﹤0.01%
16,626
+633
1407
$1.05M ﹤0.01%
15,309
-1,076
1408
$1.05M ﹤0.01%
21,579
-1,913
1409
$1.05M ﹤0.01%
+70,991
1410
$1.05M ﹤0.01%
48,660
-742
1411
$1.05M ﹤0.01%
87,456
-1,609
1412
$1.04M ﹤0.01%
45,350
+1,749
1413
$1.04M ﹤0.01%
28,105
+2,358
1414
$1.03M ﹤0.01%
11,834
-4,114
1415
$1.03M ﹤0.01%
47,259
-2,594
1416
$1.03M ﹤0.01%
5,928
+76
1417
$1.03M ﹤0.01%
23,928
-721
1418
$1.03M ﹤0.01%
35,269
+5,651
1419
$1.03M ﹤0.01%
19,829
-320
1420
$1.03M ﹤0.01%
22,324
+23
1421
$1.03M ﹤0.01%
9,918
+411
1422
$1.03M ﹤0.01%
30,926
+88
1423
$1.02M ﹤0.01%
58,125
-24,374
1424
$1.02M ﹤0.01%
200,518
-8,597
1425
$1.02M ﹤0.01%
43,891
+8,588
55 56
57
58 59