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
1226
$1.22M 0.01%
97,677
+57,078
1227
$1.22M 0.01%
33,690
+28,280
1228
$1.21M 0.01%
34,184
-7,209
1229
$1.21M 0.01%
13,767
+264
1230
$1.21M 0.01%
83,782
+5,404
1231
$1.2M 0.01%
34,002
+18,497
1232
$1.2M 0.01%
57,387
+3,560
1233
$1.2M 0.01%
64,430
+27,220
1234
$1.2M 0.01%
412,165
+177,799
1235
$1.19M 0.01%
114,260
+18,266
1236
$1.19M 0.01%
44,005
+16,402
1237
$1.18M 0.01%
61,948
+21,523
1238
$1.18M 0.01%
153,016
+136,697
1239
$1.18M 0.01%
24,599
-2,780
1240
$1.18M 0.01%
51,363
-24,136
1241
$1.18M 0.01%
13,422
+4,981
1242
$1.17M 0.01%
20,097
-8,644
1243
$1.17M 0.01%
23,182
-2,835
1244
$1.17M 0.01%
8,651
+848
1245
$1.17M 0.01%
142,509
+37,861
1246
$1.17M 0.01%
771,821
+228,592
1247
$1.17M 0.01%
166,818
+87,702
1248
$1.16M 0.01%
144,045
-15,460
1249
$1.16M 0.01%
107,836
+89,206
1250
$1.15M 0.01%
41,186
-6,140
48 49
50
51 52