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
1451
$969K ﹤0.01%
29,467
-405
1452
$969K ﹤0.01%
144,591
+92,945
1453
$968K ﹤0.01%
285,414
+69,023
1454
$968K ﹤0.01%
59,307
+22,831
1455
$966K ﹤0.01%
25,959
-2,788
1456
$957K ﹤0.01%
15,953
+920
1457
$957K ﹤0.01%
48,152
+1,101
1458
$957K ﹤0.01%
27,822
-961
1459
$954K ﹤0.01%
8,208
+3,413
1460
$954K ﹤0.01%
12,774
-1,695
1461
$952K ﹤0.01%
29,550
+1,193
1462
$948K ﹤0.01%
28,935
+3,204
1463
$944K ﹤0.01%
85,166
+5,680
1464
$939K ﹤0.01%
29,230
-1,377
1465
$938K ﹤0.01%
51,123
+2,227
1466
$935K ﹤0.01%
8,727
+225
1467
$935K ﹤0.01%
44,074
-2,164
1468
$934K ﹤0.01%
36,955
-2,606
1469
$932K ﹤0.01%
25,030
+2,944
1470
$930K ﹤0.01%
27,603
+2,388
1471
$928K ﹤0.01%
10,169
+3,982
1472
$928K ﹤0.01%
62,244
+6,592
1473
$928K ﹤0.01%
55,489
-8,169
1474
$922K ﹤0.01%
45,479
+12,536
1475
$920K ﹤0.01%
29,712
-1,932
57 58
59
60 61