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
1526
$831K ﹤0.01%
31,740
-3,306
1527
$829K ﹤0.01%
37,095
+2,405
1528
$828K ﹤0.01%
40,451
+700
1529
$828K ﹤0.01%
4,100
+13
1530
$828K ﹤0.01%
40,467
+6,594
1531
$827K ﹤0.01%
36,359
-1,282
1532
$827K ﹤0.01%
23,873
-3,851
1533
$827K ﹤0.01%
5,225
-13
1534
$824K ﹤0.01%
19,032
+142
1535
$823K ﹤0.01%
5,002
-338
1536
$823K ﹤0.01%
10,909
-4,372
1537
$823K ﹤0.01%
60,695
-4,397
1538
$823K ﹤0.01%
9,113
-2,274
1539
$822K ﹤0.01%
42,848
+777
1540
$821K ﹤0.01%
18,821
+5,965
1541
$820K ﹤0.01%
63,901
+15,775
1542
$820K ﹤0.01%
203,584
+5,186
1543
$820K ﹤0.01%
30,618
+547
1544
$820K ﹤0.01%
29,260
-1,100
1545
$818K ﹤0.01%
25,987
+1,643
1546
$816K ﹤0.01%
9,280
-7,842
1547
$814K ﹤0.01%
40,801
-755
1548
$814K ﹤0.01%
19,378
+184
1549
$813K ﹤0.01%
58,500
+2,965
1550
$812K ﹤0.01%
45,779
+8,446
60 61
62
63 64