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
1801
$496K ﹤0.01%
41,573
-13,897
1802
$494K ﹤0.01%
6,657
+3,305
1803
$494K ﹤0.01%
20,833
+3,494
1804
$493K ﹤0.01%
11,962
+6,655
1805
$493K ﹤0.01%
18,228
-131
1806
$491K ﹤0.01%
95,494
+8,538
1807
$491K ﹤0.01%
25,625
-270
1808
$490K ﹤0.01%
36,595
+7,866
1809
$489K ﹤0.01%
+27,243
1810
$489K ﹤0.01%
15,417
+1,380
1811
$488K ﹤0.01%
455
-41
1812
$488K ﹤0.01%
35,820
-249
1813
$487K ﹤0.01%
7,362
-1,012
1814
$485K ﹤0.01%
5,428
+2,011
1815
$485K ﹤0.01%
103,461
+30,490
1816
$484K ﹤0.01%
15,037
+440
1817
$484K ﹤0.01%
36,351
+5,248
1818
$481K ﹤0.01%
16,533
-930
1819
$481K ﹤0.01%
11,948
-3,144
1820
$480K ﹤0.01%
6,763
+691
1821
$480K ﹤0.01%
12,473
+1,798
1822
$477K ﹤0.01%
4,965
+85
1823
$477K ﹤0.01%
5,211
-47
1824
$476K ﹤0.01%
18,738
-805
1825
$476K ﹤0.01%
5,249
+57
71 72
73
74 75