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
2301
$46K ﹤0.01%
+11,888
2302
$46K ﹤0.01%
+10,813
2303
$45K ﹤0.01%
16
-5
2304
$45K ﹤0.01%
1,040
-339
2305
$44K ﹤0.01%
18,839
-65,598
2306
$40K ﹤0.01%
19,502
-495
2307
$36K ﹤0.01%
18,845
+7,901
2308
$36K ﹤0.01%
12,569
-16,997
2309
$36K ﹤0.01%
13,495
-72,117
2310
$33K ﹤0.01%
36,658
+8,598
2311
$32K ﹤0.01%
12,675
-1,894
2312
$29K ﹤0.01%
13,902
-77,509
2313
$28K ﹤0.01%
3,841
-2,215
2314
$27K ﹤0.01%
+10,528
2315
$27K ﹤0.01%
29,508
+18,864
2316
$25K ﹤0.01%
1,229
-1,129
2317
$25K ﹤0.01%
+18,906
2318
$24K ﹤0.01%
715
-354
2319
$20K ﹤0.01%
29,831
-111,085
2320
$17K ﹤0.01%
+671
2321
$16K ﹤0.01%
26,625
2322
$14K ﹤0.01%
13,374
-1,772
2323
$9K ﹤0.01%
12,294
-10,398
2324
$1K ﹤0.01%
16,151
-1,606
2325
– –
-19,581
91 92
93
94 95