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
551
$6.51M 0.03%
156,207
+4,486
552
$6.51M 0.03%
244,199
+144,507
553
$6.51M 0.03%
179,758
+109,578
554
$6.51M 0.03%
51,545
+6,295
555
$6.5M 0.03%
48,159
+16,445
556
$6.45M 0.03%
199,233
+59,884
557
$6.44M 0.03%
132,453
+1,215
558
$6.44M 0.03%
227,797
+78,500
559
$6.37M 0.03%
1,704,076
-249,427
560
$6.34M 0.03%
125,459
-1,688
561
$6.32M 0.03%
2,040,143
+698,931
562
$6.31M 0.03%
313,122
-6,843
563
$6.29M 0.03%
173,698
+67,294
564
$6.27M 0.03%
103,562
-29,483
565
$6.25M 0.03%
1,063,278
+180,303
566
$6.25M 0.03%
141,655
-99,206
567
$6.22M 0.03%
328,575
+146,837
568
$6.21M 0.03%
86,846
+9,844
569
$6.2M 0.03%
51,892
+7,292
570
$6.17M 0.03%
59,651
-16,063
571
$6.17M 0.03%
715,298
+98,940
572
$6.15M 0.03%
83,980
+19,418
573
$6.12M 0.03%
32,790
-1,453
574
$6.09M 0.03%
399,423
-2,693
575
$6.07M 0.03%
265,733
+184,101
21 22
23
24 25