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
1651
$672K ﹤0.01%
13,313
+470
1652
$667K ﹤0.01%
36,451
+1,315
1653
$666K ﹤0.01%
25,229
+797
1654
$664K ﹤0.01%
28,899
+6,411
1655
$662K ﹤0.01%
38,660
+23,371
1656
$662K ﹤0.01%
33,128
+9,441
1657
$660K ﹤0.01%
46,035
+643
1658
$659K ﹤0.01%
24,233
-1,191
1659
$655K ﹤0.01%
29,384
+4,082
1660
$655K ﹤0.01%
14,161
+222
1661
$650K ﹤0.01%
37,599
+657
1662
$649K ﹤0.01%
16,781
-1,257
1663
$648K ﹤0.01%
28,647
+3,590
1664
$642K ﹤0.01%
38,660
+1,327
1665
$640K ﹤0.01%
15,683
-293
1666
$640K ﹤0.01%
22,708
+5,014
1667
$640K ﹤0.01%
16,872
+730
1668
$639K ﹤0.01%
5,848
-378
1669
$639K ﹤0.01%
14,399
+637
1670
$639K ﹤0.01%
28,584
-264
1671
$638K ﹤0.01%
19,371
+1,090
1672
$638K ﹤0.01%
1,159
+446
1673
$637K ﹤0.01%
36,546
+942
1674
$635K ﹤0.01%
14,200
+1,020
1675
$633K ﹤0.01%
8,461
-3,153
65 66
67
68 69