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
1701
$455K ﹤0.01%
34,045
-20,885
1702
$455K ﹤0.01%
18,999
+10,686
1703
$454K ﹤0.01%
25,407
-1,646
1704
$453K ﹤0.01%
8,899
-1,787
1705
$452K ﹤0.01%
44,274
+17,310
1706
$452K ﹤0.01%
25,224
-3,360
1707
$451K ﹤0.01%
99,857
+83,851
1708
$451K ﹤0.01%
9,981
-45
1709
$450K ﹤0.01%
12,310
+5,620
1710
$448K ﹤0.01%
26,158
+9,121
1711
$448K ﹤0.01%
15,672
+8,029
1712
$446K ﹤0.01%
7,624
+70
1713
$446K ﹤0.01%
17,438
+5,206
1714
$446K ﹤0.01%
10,630
+2,713
1715
$443K ﹤0.01%
17,774
+760
1716
$441K ﹤0.01%
38,398
+1,852
1717
$440K ﹤0.01%
29,880
+3,893
1718
$439K ﹤0.01%
15,616
+7,603
1719
$438K ﹤0.01%
28,836
+8,433
1720
$438K ﹤0.01%
14,433
-5,444
1721
$437K ﹤0.01%
15,592
+2,625
1722
$436K ﹤0.01%
23,684
-7,705
1723
$435K ﹤0.01%
36,315
-19,535
1724
$435K ﹤0.01%
26,341
-1,103
1725
$433K ﹤0.01%
8,421
+821
67 68
69
70 71