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
1426
$1.02M ﹤0.01%
24,467
-1,110
1427
$1.02M ﹤0.01%
29,630
+2,352
1428
$1.01M ﹤0.01%
225,166
+21,070
1429
$1.01M ﹤0.01%
50,706
-1,149
1430
$1.01M ﹤0.01%
9,045
+584
1431
$1.01M ﹤0.01%
9,588
-728
1432
$1.01M ﹤0.01%
70,794
+21,499
1433
$1M ﹤0.01%
12,879
+520
1434
$1M ﹤0.01%
77,955
-15,220
1435
$1M ﹤0.01%
8,963
-33
1436
$1M ﹤0.01%
8,724
+700
1437
$999K ﹤0.01%
33,752
-6,953
1438
$996K ﹤0.01%
+74,548
1439
$995K ﹤0.01%
12,716
-3,309
1440
$990K ﹤0.01%
303,774
+28,169
1441
$987K ﹤0.01%
3,792
+207
1442
$985K ﹤0.01%
13,013
-832
1443
$984K ﹤0.01%
72,813
-2,585
1444
$981K ﹤0.01%
58,894
+1,464
1445
$979K ﹤0.01%
14,318
-412
1446
$979K ﹤0.01%
32,231
-6,635
1447
$977K ﹤0.01%
56,609
+6,887
1448
$977K ﹤0.01%
15,264
-85
1449
$973K ﹤0.01%
3,005
+513
1450
$972K ﹤0.01%
100,900
+5,825
56 57
58
59 60