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
1651
$500K ﹤0.01%
50,676
+10,225
1652
$498K ﹤0.01%
55,943
+40,401
1653
$495K ﹤0.01%
20,473
-7,455
1654
$494K ﹤0.01%
16,492
+13,876
1655
$494K ﹤0.01%
42,288
-1,786
1656
$494K ﹤0.01%
20,006
+8,628
1657
$493K ﹤0.01%
12,466
+4,754
1658
$493K ﹤0.01%
79,314
+65,462
1659
$490K ﹤0.01%
45,126
+11,998
1660
$490K ﹤0.01%
27,990
-657
1661
$489K ﹤0.01%
26,689
+2,298
1662
$487K ﹤0.01%
68,165
+55,622
1663
$485K ﹤0.01%
19,123
+2,736
1664
$484K ﹤0.01%
8,664
+3,065
1665
$483K ﹤0.01%
9,560
+2,583
1666
$482K ﹤0.01%
46,233
+30,347
1667
$482K ﹤0.01%
57,641
+30,360
1668
$481K ﹤0.01%
32,374
+16,430
1669
$480K ﹤0.01%
13,058
+761
1670
$480K ﹤0.01%
26,676
+8,869
1671
$480K ﹤0.01%
22,603
+11,555
1672
$479K ﹤0.01%
121,329
+30,028
1673
$478K ﹤0.01%
98,742
+57,169
1674
$477K ﹤0.01%
68,502
+23,152
1675
$476K ﹤0.01%
20,930
+4,912
65 66
67
68 69