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
2251
$118K ﹤0.01%
23,721
+1,987
2252
$113K ﹤0.01%
15,533
-3,130
2253
$110K ﹤0.01%
3,754
-2,814
2254
$110K ﹤0.01%
10,896
-102
2255
$109K ﹤0.01%
895
-81
2256
$109K ﹤0.01%
28,011
-32,540
2257
$109K ﹤0.01%
12,099
-38
2258
$108K ﹤0.01%
2,860
-866
2259
$105K ﹤0.01%
28,252
-10,160
2260
$104K ﹤0.01%
11,533
-739
2261
$104K ﹤0.01%
20,318
+2,810
2262
$103K ﹤0.01%
17,091
+4,733
2263
$99K ﹤0.01%
67,373
-15,889
2264
$98K ﹤0.01%
20,249
+8,356
2265
$98K ﹤0.01%
24,819
-5,312
2266
$97K ﹤0.01%
17,464
-4,100
2267
$96K ﹤0.01%
12,046
2268
$96K ﹤0.01%
4,086
+372
2269
$96K ﹤0.01%
27,422
-9,024
2270
$96K ﹤0.01%
+12,178
2271
$95K ﹤0.01%
84,524
+3,586
2272
$93K ﹤0.01%
11,585
+900
2273
$93K ﹤0.01%
+2,257
2274
$93K ﹤0.01%
19,787
+1,996
2275
$92K ﹤0.01%
61,597
-1,418
89 90
91
92 93