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
426
$9.55M 0.04%
162,600
+15,630
427
$9.53M 0.04%
78,703
+4,106
428
$9.53M 0.04%
28,647
-5,611
429
$9.51M 0.04%
55,974
+12,200
430
$9.43M 0.04%
352,214
+224,539
431
$9.32M 0.04%
448,724
-286,178
432
$9.32M 0.04%
93,929
+17,216
433
$9.31M 0.04%
169,947
-34,602
434
$9.29M 0.04%
73,021
+17,965
435
$9.26M 0.04%
126,123
+22,508
436
$9.25M 0.04%
189,280
+59,975
437
$9.23M 0.04%
226,775
+1,240
438
$9.22M 0.04%
3,014,279
+1,222,760
439
$9.22M 0.04%
357,479
-176,414
440
$9.18M 0.04%
476,827
-53,267
441
$9.17M 0.04%
188,378
+78,340
442
$9.14M 0.04%
187,384
-11,724
443
$9.09M 0.04%
345,312
+39,191
444
$9.02M 0.04%
90,217
-22,917
445
$9.01M 0.04%
163,816
+134,218
446
$8.97M 0.04%
305,752
+108,097
447
$8.97M 0.04%
207,080
+16,992
448
$8.95M 0.04%
713,688
-20,620
449
$8.88M 0.04%
221,579
+12,164
450
$8.87M 0.04%
131,104
+860
16 17
18
19 20