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
1676
$633K ﹤0.01%
28,143
-23,098
1677
$632K ﹤0.01%
11,790
+772
1678
$631K ﹤0.01%
18,740
-9,422
1679
$629K ﹤0.01%
32,232
+4,827
1680
$629K ﹤0.01%
3,828
+506
1681
$627K ﹤0.01%
19,218
+423
1682
$624K ﹤0.01%
12,680
-173
1683
$623K ﹤0.01%
41,371
-4,209
1684
$620K ﹤0.01%
43,813
+7,385
1685
$620K ﹤0.01%
34,376
-10,216
1686
$617K ﹤0.01%
16,387
+1,216
1687
$617K ﹤0.01%
43,260
+1,650
1688
$617K ﹤0.01%
9,142
+424
1689
$616K ﹤0.01%
49,916
+218
1690
$616K ﹤0.01%
10,253
-128
1691
$615K ﹤0.01%
39,043
+322
1692
$615K ﹤0.01%
13,763
+677
1693
$614K ﹤0.01%
18,354
-473
1694
$613K ﹤0.01%
69,959
-16,874
1695
$610K ﹤0.01%
13,454
-1,698
1696
$606K ﹤0.01%
7,554
-655
1697
$606K ﹤0.01%
131,132
-109,031
1698
$604K ﹤0.01%
61,519
+12,705
1699
$604K ﹤0.01%
152,810
+4,710
1700
$604K ﹤0.01%
29,680
-6,533
66 67
68
69 70