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
1726
$577K ﹤0.01%
8,288
-148
1727
$574K ﹤0.01%
123,661
+909
1728
$573K ﹤0.01%
12,279
-554
1729
$573K ﹤0.01%
15,819
+794
1730
$572K ﹤0.01%
8,472
+512
1731
$569K ﹤0.01%
28,857
+389
1732
$565K ﹤0.01%
18,655
+856
1733
$565K ﹤0.01%
20,403
+3,020
1734
$565K ﹤0.01%
43,584
-1,345
1735
$563K ﹤0.01%
46,768
+1,084
1736
$562K ﹤0.01%
11,479
-645
1737
$562K ﹤0.01%
9,527
-1,367
1738
$561K ﹤0.01%
119,138
+53,066
1739
$560K ﹤0.01%
23,238
+511
1740
$559K ﹤0.01%
15,481
-6,212
1741
$559K ﹤0.01%
24,633
+2,458
1742
$559K ﹤0.01%
183,920
-15,605
1743
$558K ﹤0.01%
+4,238
1744
$558K ﹤0.01%
6,977
+771
1745
$556K ﹤0.01%
7,368
-35
1746
$555K ﹤0.01%
30,193
+6,256
1747
$548K ﹤0.01%
21,678
+2,212
1748
$547K ﹤0.01%
89,410
+33,454
1749
$544K ﹤0.01%
65,748
-15,262
1750
$543K ﹤0.01%
25,609
+663
68 69
70
71 72