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
$22.6B
AUM Growth
-$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$40.7M
3
+$34M
4
GILD icon
Gilead Sciences
GILD
+$27M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.5M

Top Sells

1
+$44.4M
2
+$31.9M
3
+$24M
4
WFC icon
Wells Fargo
WFC
+$22.7M
5
BAC icon
Bank of America
BAC
+$20.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 14.97%
3 Financials 14.12%
4 Consumer Discretionary 9.55%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.2M 0.04%
28,993
+8,798
402
$10.2M 0.04%
31,345
+14,645
403
$10.1M 0.04%
599,760
+7,910
404
$10.1M 0.04%
135,252
-25,128
405
$10.1M 0.04%
72,469
+17,414
406
$10.1M 0.04%
286,881
+46,351
407
$10.1M 0.04%
344,012
+74,544
408
$10M 0.04%
102,320
+2,694
409
$10M 0.04%
96,340
+18,349
410
$9.97M 0.04%
144,732
+39,136
411
$9.96M 0.04%
639,052
-9,803
412
$9.92M 0.04%
546,969
-155,811
413
$9.91M 0.04%
110,873
+8,706
414
$9.9M 0.04%
699,448
+201,108
415
$9.9M 0.04%
117,613
-35,704
416
$9.88M 0.04%
180,014
+973
417
$9.8M 0.04%
46,232
+16,627
418
$9.77M 0.04%
221,361
+34,168
419
$9.72M 0.04%
1,201,206
-261,434
420
$9.71M 0.04%
285,563
+25,011
421
$9.7M 0.04%
403,491
-4,356
422
$9.59M 0.04%
255,647
-135,476
423
$9.58M 0.04%
576,279
-78,290
424
$9.57M 0.04%
174,460
+40,352
425
$9.55M 0.04%
643,036
-40,466
15 16
17
18 19