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
2226
$160K ﹤0.01%
14,649
+671
2227
$159K ﹤0.01%
10,270
+185
2228
$159K ﹤0.01%
+13,653
2229
$158K ﹤0.01%
13,374
+639
2230
$154K ﹤0.01%
11,149
+670
2231
$154K ﹤0.01%
12,597
+159
2232
$153K ﹤0.01%
+16,006
2233
$153K ﹤0.01%
57,638
+24,536
2234
$153K ﹤0.01%
+12,182
2235
$153K ﹤0.01%
+10,208
2236
$152K ﹤0.01%
+13,640
2237
$151K ﹤0.01%
13,306
-6,669
2238
$149K ﹤0.01%
18,953
-10,055
2239
$148K ﹤0.01%
26,808
-822
2240
$146K ﹤0.01%
16,680
+1,691
2241
$145K ﹤0.01%
32,087
-104
2242
$144K ﹤0.01%
29,943
+5,527
2243
$141K ﹤0.01%
23,483
2244
$138K ﹤0.01%
13,985
+2,381
2245
$136K ﹤0.01%
17,334
-20,457
2246
$136K ﹤0.01%
26,776
-556
2247
$134K ﹤0.01%
+10,186
2248
$132K ﹤0.01%
11,651
-5,046
2249
$130K ﹤0.01%
15,332
-650
2250
$126K ﹤0.01%
25,691
+5,496
88 89
90
91 92