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
2176
$218K ﹤0.01%
10,432
-270
2177
$218K ﹤0.01%
+6,695
2178
$218K ﹤0.01%
+5,687
2179
$216K ﹤0.01%
+1,679
2180
$215K ﹤0.01%
+1,964
2181
$215K ﹤0.01%
2,808
-126
2182
$215K ﹤0.01%
21,761
+9,195
2183
$214K ﹤0.01%
+6,704
2184
$213K ﹤0.01%
+4,050
2185
$212K ﹤0.01%
4,368
-865
2186
$212K ﹤0.01%
+3,401
2187
$211K ﹤0.01%
10,662
-453
2188
$211K ﹤0.01%
8,807
-2,229
2189
$210K ﹤0.01%
+6,471
2190
$209K ﹤0.01%
17,209
+6,023
2191
$209K ﹤0.01%
22,572
+168
2192
$208K ﹤0.01%
7,643
-1,543
2193
$207K ﹤0.01%
13,149
-1,975
2194
$207K ﹤0.01%
+720
2195
$207K ﹤0.01%
+7,454
2196
$205K ﹤0.01%
45,113
+17,216
2197
$204K ﹤0.01%
+6,099
2198
$203K ﹤0.01%
16,462
-4,414
2199
$202K ﹤0.01%
19,667
+2,997
2200
$202K ﹤0.01%
+6,063
86 87
88
89 90