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
926
$2.52M 0.01%
43,437
+14,554
927
$2.51M 0.01%
113,116
-31,512
928
$2.51M 0.01%
1,916,355
+1,419,842
929
$2.51M 0.01%
75,691
+15,301
930
$2.5M 0.01%
+61,845
931
$2.5M 0.01%
78,552
+17,463
932
$2.5M 0.01%
195,197
+136,637
933
$2.48M 0.01%
37,530
+5,106
934
$2.48M 0.01%
106,360
-29,976
935
$2.47M 0.01%
34,956
+2,887
936
$2.47M 0.01%
33,111
+9,928
937
$2.46M 0.01%
62,900
+6,773
938
$2.46M 0.01%
24,672
-3,945
939
$2.44M 0.01%
42,245
+24,580
940
$2.44M 0.01%
83,125
+71,000
941
$2.42M 0.01%
57,946
+36,069
942
$2.41M 0.01%
350,988
+177,103
943
$2.41M 0.01%
35,401
+3,636
944
$2.4M 0.01%
93,016
-11,798
945
$2.4M 0.01%
267,181
+15,678
946
$2.4M 0.01%
103,958
+71,492
947
$2.4M 0.01%
82,197
+15,379
948
$2.4M 0.01%
143,045
+109,051
949
$2.39M 0.01%
51,471
+7,064
950
$2.38M 0.01%
38,941
+3,839
36 37
38
39 40