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
1676
$475K ﹤0.01%
15,548
+2,200
1677
$474K ﹤0.01%
16,540
-17,966
1678
$474K ﹤0.01%
18,068
+1,196
1679
$473K ﹤0.01%
8,255
-790
1680
$472K ﹤0.01%
10,707
+5,279
1681
$471K ﹤0.01%
60,714
-32,100
1682
$470K ﹤0.01%
25,642
+2,404
1683
$470K ﹤0.01%
+7,722
1684
$468K ﹤0.01%
9,257
-1,081
1685
$468K ﹤0.01%
26,736
-947
1686
$467K ﹤0.01%
232,223
+11,893
1687
$465K ﹤0.01%
5,690
-238
1688
$465K ﹤0.01%
+19,951
1689
$464K ﹤0.01%
20,094
+5,326
1690
$464K ﹤0.01%
4,641
+891
1691
$463K ﹤0.01%
23,724
+1,833
1692
$463K ﹤0.01%
168,469
+15,659
1693
$461K ﹤0.01%
7,985
-2,006
1694
$460K ﹤0.01%
7,097
+2,077
1695
$460K ﹤0.01%
+24,392
1696
$460K ﹤0.01%
25,870
+1,237
1697
$459K ﹤0.01%
55,380
+34,985
1698
$458K ﹤0.01%
18,946
+718
1699
$457K ﹤0.01%
26,529
+13,826
1700
$456K ﹤0.01%
11,344
+3,165
66 67
68
69 70