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 20.1%
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
2151
$233K ﹤0.01%
12,317
-352
2152
$231K ﹤0.01%
7,476
-1,033
2153
$231K ﹤0.01%
+13,213
2154
$230K ﹤0.01%
+10,681
2155
$230K ﹤0.01%
3,200
-889
2156
$229K ﹤0.01%
3,205
-538
2157
$228K ﹤0.01%
11,825
+327
2158
$228K ﹤0.01%
26,842
+753
2159
$227K ﹤0.01%
+5,991
2160
$227K ﹤0.01%
21,685
+7,654
2161
$227K ﹤0.01%
+6,690
2162
$226K ﹤0.01%
17,950
+90
2163
$226K ﹤0.01%
13,046
+1,747
2164
$226K ﹤0.01%
+8,313
2165
$226K ﹤0.01%
3,991
-156
2166
$226K ﹤0.01%
69,580
-589
2167
$225K ﹤0.01%
9,581
-1,068
2168
$224K ﹤0.01%
+12,236
2169
$224K ﹤0.01%
29,149
+3,152
2170
$224K ﹤0.01%
7,994
+4,229
2171
$223K ﹤0.01%
+6,271
2172
$223K ﹤0.01%
18,828
-1,671
2173
$222K ﹤0.01%
+6,259
2174
$220K ﹤0.01%
+23,319
2175
$219K ﹤0.01%
4,540
-12
85 86
87
88 89