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
1251
$1.15M 0.01%
31,681
+7,590
1252
$1.14M 0.01%
19,400
-2,126
1253
$1.14M 0.01%
43,062
+275
1254
$1.14M 0.01%
49,704
+716
1255
$1.14M 0.01%
20,564
-74,545
1256
$1.13M 0.01%
15,171
-346
1257
$1.13M 0.01%
166,658
+48,541
1258
$1.12M ﹤0.01%
42,737
-3,336
1259
$1.12M ﹤0.01%
50,178
+38,384
1260
$1.11M ﹤0.01%
70,640
+15,816
1261
$1.11M ﹤0.01%
14,996
+3,735
1262
$1.11M ﹤0.01%
15,104
+557
1263
$1.11M ﹤0.01%
265,787
+12,975
1264
$1.11M ﹤0.01%
41,331
+33,503
1265
$1.11M ﹤0.01%
24,265
+4,691
1266
$1.11M ﹤0.01%
34,575
+5,426
1267
$1.1M ﹤0.01%
139,049
-38,934
1268
$1.1M ﹤0.01%
9,667
+471
1269
$1.1M ﹤0.01%
24,887
-694
1270
$1.1M ﹤0.01%
30,995
-2,737
1271
$1.1M ﹤0.01%
36,684
-1,352
1272
$1.09M ﹤0.01%
15,559
-1,617
1273
$1.09M ﹤0.01%
29,163
+1,428
1274
$1.09M ﹤0.01%
41,265
+1,620
1275
$1.08M ﹤0.01%
11,937
-7,512
49 50
51
52 53