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
901
$2.63M 0.01%
+126,517
902
$2.63M 0.01%
324,255
-221,107
903
$2.62M 0.01%
249,302
+127,945
904
$2.62M 0.01%
347,296
-332,359
905
$2.61M 0.01%
135,086
+99,438
906
$2.59M 0.01%
12,801
+1,739
907
$2.58M 0.01%
193,095
-167,153
908
$2.58M 0.01%
25,239
+4,031
909
$2.58M 0.01%
262,829
-7,861
910
$2.58M 0.01%
249,703
+159,038
911
$2.58M 0.01%
178,767
-61,007
912
$2.58M 0.01%
154,503
-67,149
913
$2.58M 0.01%
106,955
+20,003
914
$2.57M 0.01%
12,800
+213
915
$2.57M 0.01%
31,427
+1,449
916
$2.57M 0.01%
44,241
+21,187
917
$2.55M 0.01%
166,484
+49,189
918
$2.54M 0.01%
140,669
+72,695
919
$2.54M 0.01%
58,049
+19,129
920
$2.54M 0.01%
420,893
+223,646
921
$2.54M 0.01%
113,300
+65,538
922
$2.54M 0.01%
195,805
+65,931
923
$2.52M 0.01%
203,349
-74,604
924
$2.52M 0.01%
40,287
-744
925
$2.52M 0.01%
26,577
+3,414
35 36
37
38 39