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
1751
$542K ﹤0.01%
41,713
+927
1752
$542K ﹤0.01%
+11,366
1753
$540K ﹤0.01%
24,991
+6,701
1754
$540K ﹤0.01%
18,436
+1,482
1755
$539K ﹤0.01%
19,715
-2,463
1756
$539K ﹤0.01%
15,824
+367
1757
$539K ﹤0.01%
47,893
+15,073
1758
$539K ﹤0.01%
2,266
-55
1759
$538K ﹤0.01%
13,848
-1,308
1760
$537K ﹤0.01%
1,771
-38
1761
$535K ﹤0.01%
18,087
-283
1762
$535K ﹤0.01%
45,880
-5,704
1763
$535K ﹤0.01%
12,684
+2,166
1764
$533K ﹤0.01%
5,787
+761
1765
$532K ﹤0.01%
1,611
-34
1766
$532K ﹤0.01%
19,876
+857
1767
$532K ﹤0.01%
12,096
-45
1768
$532K ﹤0.01%
49,985
+2,836
1769
$531K ﹤0.01%
9,018
-72
1770
$530K ﹤0.01%
5,451
+1,129
1771
$529K ﹤0.01%
10,473
+3,330
1772
$528K ﹤0.01%
22,167
-825
1773
$526K ﹤0.01%
17,638
+945
1774
$524K ﹤0.01%
15,944
-1,682
1775
$523K ﹤0.01%
29,897
-6,885
69 70
71
72 73