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
2276
$89K ﹤0.01%
17,185
-17,664
2277
$89K ﹤0.01%
12,295
-5,886
2278
$84K ﹤0.01%
19,177
-259
2279
$82K ﹤0.01%
11,075
+424
2280
$81K ﹤0.01%
1,702
+316
2281
$79K ﹤0.01%
+14,176
2282
$78K ﹤0.01%
10,693
-942
2283
$77K ﹤0.01%
3,618
+427
2284
$76K ﹤0.01%
12,635
+1,363
2285
$75K ﹤0.01%
16,525
-1,414
2286
$73K ﹤0.01%
36,788
+19,927
2287
$72K ﹤0.01%
+2,616
2288
$66K ﹤0.01%
10,368
-4,015
2289
$64K ﹤0.01%
11,676
-2,647
2290
$62K ﹤0.01%
17,859
-17,687
2291
$58K ﹤0.01%
705
+172
2292
$57K ﹤0.01%
10,411
-1,314
2293
$57K ﹤0.01%
15,672
-12,236
2294
$57K ﹤0.01%
2,937
+611
2295
$56K ﹤0.01%
38,936
-26,200
2296
$53K ﹤0.01%
2,316
-8,192
2297
$52K ﹤0.01%
+2,873
2298
$52K ﹤0.01%
4,318
-5,969
2299
$51K ﹤0.01%
25,818
-2,978
2300
$49K ﹤0.01%
1,825
-604
90 91
92
93 94