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
1876
$435K ﹤0.01%
+17,213
1877
$434K ﹤0.01%
21,537
+2,753
1878
$433K ﹤0.01%
4,142
+193
1879
$433K ﹤0.01%
23,380
+7,083
1880
$433K ﹤0.01%
5,343
-146
1881
$433K ﹤0.01%
29,865
+4,819
1882
$433K ﹤0.01%
23,003
-394
1883
$431K ﹤0.01%
13,697
-400
1884
$431K ﹤0.01%
9,912
+1,162
1885
$430K ﹤0.01%
30,871
-872
1886
$429K ﹤0.01%
20,779
-1,471
1887
$428K ﹤0.01%
7,726
-182
1888
$428K ﹤0.01%
39,361
+15,680
1889
$428K ﹤0.01%
9,378
+4,467
1890
$424K ﹤0.01%
14,349
-58
1891
$424K ﹤0.01%
33,078
+4,371
1892
$423K ﹤0.01%
17,580
+4,151
1893
$423K ﹤0.01%
12,156
-1,364
1894
$422K ﹤0.01%
6,156
+204
1895
$422K ﹤0.01%
17,807
+1,906
1896
$422K ﹤0.01%
17,542
+2,913
1897
$421K ﹤0.01%
12,565
-1,923
1898
$421K ﹤0.01%
80,264
-36,379
1899
$421K ﹤0.01%
9,213
-65
1900
$420K ﹤0.01%
29,237
+257
74 75
76
77 78