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
1551
$809K ﹤0.01%
11,571
-432
1552
$807K ﹤0.01%
33,162
+9,603
1553
$806K ﹤0.01%
23,484
+7,192
1554
$805K ﹤0.01%
10,873
+155
1555
$804K ﹤0.01%
19,880
-2,579
1556
$802K ﹤0.01%
27,683
-122
1557
$801K ﹤0.01%
124,754
+29,292
1558
$799K ﹤0.01%
37,550
-5,844
1559
$799K ﹤0.01%
30,886
-900
1560
$797K ﹤0.01%
53,629
+8,030
1561
$791K ﹤0.01%
277,373
-44,276
1562
$791K ﹤0.01%
73,483
+15,051
1563
$789K ﹤0.01%
15,884
-921
1564
$789K ﹤0.01%
27,433
-484
1565
$789K ﹤0.01%
29,258
+403
1566
$787K ﹤0.01%
12,127
-964
1567
$786K ﹤0.01%
21,499
-216
1568
$786K ﹤0.01%
43,337
+6,094
1569
$785K ﹤0.01%
9,991
+203
1570
$784K ﹤0.01%
31,553
+194
1571
$783K ﹤0.01%
11,849
+1,342
1572
$778K ﹤0.01%
7,727
+142
1573
$778K ﹤0.01%
35,648
+13,543
1574
$775K ﹤0.01%
10,684
-118
1575
$774K ﹤0.01%
8,363
-432
61 62
63
64 65