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
851
$2.98M 0.01%
422,891
+48,348
852
$2.96M 0.01%
900,802
+401,389
853
$2.94M 0.01%
34,019
-2,228
854
$2.94M 0.01%
507,301
+174,683
855
$2.92M 0.01%
50,592
+3,071
856
$2.91M 0.01%
23,046
-13
857
$2.9M 0.01%
1,369,986
+165,193
858
$2.9M 0.01%
77,108
+34,727
859
$2.9M 0.01%
48,221
-1,401
860
$2.9M 0.01%
29,030
-2,276
861
$2.86M 0.01%
75,714
-37,208
862
$2.85M 0.01%
162,535
-326
863
$2.83M 0.01%
256,483
+152,541
864
$2.83M 0.01%
193,637
+70,491
865
$2.82M 0.01%
34,674
+4,488
866
$2.82M 0.01%
45,881
-21,633
867
$2.81M 0.01%
47,599
+17,133
868
$2.81M 0.01%
118,724
+49,810
869
$2.8M 0.01%
312,265
+217,821
870
$2.79M 0.01%
113,062
+43,540
871
$2.79M 0.01%
75,057
+15,341
872
$2.79M 0.01%
71,906
-6,839
873
$2.79M 0.01%
24,276
+5,679
874
$2.78M 0.01%
158,493
+56,387
875
$2.78M 0.01%
122,029
-137,702
33 34
35
36 37