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
1776
$523K ﹤0.01%
24,253
+815
1777
$520K ﹤0.01%
32,824
-190
1778
$517K ﹤0.01%
+2,528
1779
$516K ﹤0.01%
7,712
-51
1780
$516K ﹤0.01%
21,936
+1,306
1781
$516K ﹤0.01%
5,037
+303
1782
$515K ﹤0.01%
23,230
-12,136
1783
$514K ﹤0.01%
52,747
+26,596
1784
$514K ﹤0.01%
14,792
-1,905
1785
$513K ﹤0.01%
24,232
+3,947
1786
$512K ﹤0.01%
11,119
+169
1787
$511K ﹤0.01%
16,453
+2,067
1788
$511K ﹤0.01%
18,654
-2,050
1789
$510K ﹤0.01%
37,246
+5,610
1790
$505K ﹤0.01%
+23,870
1791
$504K ﹤0.01%
24,454
1792
$504K ﹤0.01%
32,065
+628
1793
$503K ﹤0.01%
10,686
+5,006
1794
$502K ﹤0.01%
14,981
+1,178
1795
$502K ﹤0.01%
12,669
-786
1796
$501K ﹤0.01%
23,177
+1,775
1797
$501K ﹤0.01%
33,790
+9,594
1798
$501K ﹤0.01%
152,309
-3,125
1799
$499K ﹤0.01%
13,085
+63
1800
$497K ﹤0.01%
58,013
+49
70 71
72
73 74