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
951
$2.38M 0.01%
116,120
+5,620
952
$2.37M 0.01%
16,923
+715
953
$2.37M 0.01%
104,636
+58,732
954
$2.37M 0.01%
57,749
+26,842
955
$2.37M 0.01%
20,406
+2,078
956
$2.36M 0.01%
97,638
-72,997
957
$2.36M 0.01%
102,901
+12,539
958
$2.35M 0.01%
193,044
+129,462
959
$2.34M 0.01%
26,481
+2,147
960
$2.34M 0.01%
71,721
-25,424
961
$2.34M 0.01%
11,943
+5,176
962
$2.32M 0.01%
44,716
+14,382
963
$2.32M 0.01%
31,060
+8,796
964
$2.32M 0.01%
41,491
+4,589
965
$2.31M 0.01%
213,993
+110,091
966
$2.31M 0.01%
37,682
+6,526
967
$2.31M 0.01%
108,081
+48,579
968
$2.31M 0.01%
65,899
-2,765
969
$2.3M 0.01%
91,250
+67,777
970
$2.3M 0.01%
53,450
+7,726
971
$2.29M 0.01%
324,082
+288,496
972
$2.29M 0.01%
17,382
+2,452
973
$2.28M 0.01%
63,439
+23,472
974
$2.28M 0.01%
147,874
+79,987
975
$2.28M 0.01%
26,609
+7,336
37 38
39
40 41