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
1826
$476K ﹤0.01%
15,067
+858
1827
$476K ﹤0.01%
115,649
-16,662
1828
$475K ﹤0.01%
34,480
+5,760
1829
$474K ﹤0.01%
36,933
-5,622
1830
$473K ﹤0.01%
5,448
-91
1831
$472K ﹤0.01%
21,681
+7,818
1832
$472K ﹤0.01%
134,170
+33,993
1833
$471K ﹤0.01%
10,234
-1,232
1834
$470K ﹤0.01%
7,600
-325
1835
$470K ﹤0.01%
14,311
+2,530
1836
$469K ﹤0.01%
7,594
+219
1837
$469K ﹤0.01%
17,037
-1,389
1838
$469K ﹤0.01%
4,685
-7,088
1839
$469K ﹤0.01%
8,006
-10
1840
$469K ﹤0.01%
26,964
-6,193
1841
$468K ﹤0.01%
75,468
-8,543
1842
$468K ﹤0.01%
21,390
-356
1843
$468K ﹤0.01%
10,109
-2,253
1844
$467K ﹤0.01%
37,690
-11,878
1845
$467K ﹤0.01%
17,161
-4,019
1846
$465K ﹤0.01%
8,455
+243
1847
$464K ﹤0.01%
22,756
+2,704
1848
$464K ﹤0.01%
14,768
+596
1849
$462K ﹤0.01%
34,327
+3,482
1850
$462K ﹤0.01%
7,033
+772
72 73
74
75 76