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
2201
$202K ﹤0.01%
+5,728
2202
$202K ﹤0.01%
+18,870
2203
$197K ﹤0.01%
31,396
-24,454
2204
$195K ﹤0.01%
14,425
-37,702
2205
$194K ﹤0.01%
159,279
-134,708
2206
$192K ﹤0.01%
1,792
-1,053
2207
$192K ﹤0.01%
20,638
-442
2208
$191K ﹤0.01%
11,878
-480
2209
$190K ﹤0.01%
26,124
-7,622
2210
$188K ﹤0.01%
1,143
-705
2211
$188K ﹤0.01%
2,362
-444
2212
$185K ﹤0.01%
33,141
-14,013
2213
$178K ﹤0.01%
+18,244
2214
$178K ﹤0.01%
26,684
-4,740
2215
$174K ﹤0.01%
+2,633
2216
$174K ﹤0.01%
23,227
-918
2217
$171K ﹤0.01%
16,874
+884
2218
$170K ﹤0.01%
+30,684
2219
$169K ﹤0.01%
15,946
-7,306
2220
$168K ﹤0.01%
+11,470
2221
$162K ﹤0.01%
12,736
-7,618
2222
$161K ﹤0.01%
11,606
-194
2223
$160K ﹤0.01%
23,531
+7,899
2224
$160K ﹤0.01%
10,662
-232
2225
$160K ﹤0.01%
+14,403
87 88
89
90 91