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
1476
$920K ﹤0.01%
9,201
+172
1477
$918K ﹤0.01%
98,117
-3,843
1478
$916K ﹤0.01%
26,739
+1,970
1479
$909K ﹤0.01%
38,945
-31,321
1480
$907K ﹤0.01%
5,445
+924
1481
$906K ﹤0.01%
10,828
+2,277
1482
$906K ﹤0.01%
160,698
-1,828
1483
$905K ﹤0.01%
11,759
+1,243
1484
$905K ﹤0.01%
8,411
1485
$903K ﹤0.01%
10,844
+104
1486
$901K ﹤0.01%
24,193
-6,090
1487
$899K ﹤0.01%
103,483
+8,830
1488
$898K ﹤0.01%
6,452
+1,505
1489
$896K ﹤0.01%
5,985
-281
1490
$894K ﹤0.01%
11,191
+335
1491
$891K ﹤0.01%
21,890
-203
1492
$891K ﹤0.01%
32,305
-2,983
1493
$887K ﹤0.01%
19,916
+2,628
1494
$882K ﹤0.01%
10,338
+11
1495
$881K ﹤0.01%
61,869
+7,750
1496
$879K ﹤0.01%
23,473
+14,267
1497
$879K ﹤0.01%
19,475
-2,567
1498
$873K ﹤0.01%
11,261
-897
1499
$873K ﹤0.01%
19,119
-1,007
1500
$873K ﹤0.01%
6,388
+33
58 59
60
61 62