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
1451
$716K ﹤0.01%
13,943
+185
1452
$714K ﹤0.01%
17,071
-2,758
1453
$714K ﹤0.01%
29,886
-3,276
1454
$714K ﹤0.01%
7,295
+4,029
1455
$711K ﹤0.01%
53,710
+16,992
1456
$711K ﹤0.01%
24,617
+21,417
1457
$710K ﹤0.01%
25,423
-4,857
1458
$710K ﹤0.01%
32,816
+13,267
1459
$709K ﹤0.01%
26,010
-3,220
1460
$708K ﹤0.01%
17,973
+5,442
1461
$707K ﹤0.01%
21,957
+2,586
1462
$707K ﹤0.01%
95,741
+7,057
1463
$703K ﹤0.01%
8,199
-869
1464
$702K ﹤0.01%
52,474
-16,623
1465
$702K ﹤0.01%
282,883
+204,032
1466
$702K ﹤0.01%
43,673
+20,443
1467
$702K ﹤0.01%
18,948
+560
1468
$701K ﹤0.01%
7,898
-1,294
1469
$700K ﹤0.01%
15,412
-8,236
1470
$699K ﹤0.01%
+60,091
1471
$699K ﹤0.01%
22,921
-2,545
1472
$694K ﹤0.01%
85,911
-10,412
1473
$694K ﹤0.01%
32,306
-7,253
1474
$689K ﹤0.01%
136,250
+90,181
1475
$688K ﹤0.01%
163,002
+113,086
57 58
59
60 61