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
876
$2.78M 0.01%
87,228
+46,785
877
$2.77M 0.01%
84,424
+20,690
878
$2.77M 0.01%
36,268
-413
879
$2.77M 0.01%
401,141
+202,633
880
$2.76M 0.01%
377,535
+323,906
881
$2.76M 0.01%
59,484
+14,505
882
$2.75M 0.01%
306,342
+112,615
883
$2.74M 0.01%
84,957
-551
884
$2.74M 0.01%
57,141
-3,272
885
$2.73M 0.01%
305,524
+248,954
886
$2.73M 0.01%
17,617
+6,789
887
$2.73M 0.01%
56,052
-1,059
888
$2.73M 0.01%
61,708
-1,432
889
$2.72M 0.01%
213,007
+15,736
890
$2.71M 0.01%
123,070
-8,593
891
$2.71M 0.01%
16,367
+3,737
892
$2.7M 0.01%
+274,788
893
$2.7M 0.01%
71,484
-9,841
894
$2.68M 0.01%
33,858
+8,389
895
$2.66M 0.01%
28,555
+22,644
896
$2.66M 0.01%
638,458
-3,417
897
$2.65M 0.01%
86,375
+46,283
898
$2.65M 0.01%
169,110
+66,385
899
$2.64M 0.01%
48,509
-3,564
900
$2.64M 0.01%
241,825
+59,090
34 35
36
37 38