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
1151
$1.47M 0.01%
16,847
+886
1152
$1.46M 0.01%
9,902
+2,541
1153
$1.46M 0.01%
14,820
+166
1154
$1.46M 0.01%
153,950
-4,554
1155
$1.46M 0.01%
17,547
+2,531
1156
$1.46M 0.01%
74,529
+29,972
1157
$1.45M 0.01%
43,410
-3,762
1158
$1.45M 0.01%
64,898
+1,340
1159
$1.44M 0.01%
279,464
-78,723
1160
$1.44M 0.01%
14,731
+4,720
1161
$1.43M 0.01%
52,359
-23,392
1162
$1.42M 0.01%
17,933
+2,471
1163
$1.42M 0.01%
73,610
-2,990
1164
$1.41M 0.01%
44,268
-25,486
1165
$1.41M 0.01%
13,508
+826
1166
$1.41M 0.01%
29,331
+8,748
1167
$1.4M 0.01%
22,729
-3,720
1168
$1.4M 0.01%
30,291
+2,212
1169
$1.4M 0.01%
58,754
+23,485
1170
$1.4M 0.01%
41,198
+15,369
1171
$1.4M 0.01%
53,313
+2,778
1172
$1.39M 0.01%
39,175
+21,426
1173
$1.39M 0.01%
33,247
-1,281
1174
$1.38M 0.01%
126,253
+96,460
1175
$1.37M 0.01%
110,453
-38,310
45 46
47
48 49