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
1751
$408K ﹤0.01%
38,173
-487
1752
$406K ﹤0.01%
37,958
-13,165
1753
$406K ﹤0.01%
95,517
+57,603
1754
$406K ﹤0.01%
67,411
+13,764
1755
$405K ﹤0.01%
9,111
+563
1756
$405K ﹤0.01%
56,078
+11,167
1757
$404K ﹤0.01%
12,473
-1,845
1758
$402K ﹤0.01%
197,038
-6,546
1759
$402K ﹤0.01%
18,186
+2,362
1760
$401K ﹤0.01%
+8,016
1761
$398K ﹤0.01%
14,589
+2,641
1762
$398K ﹤0.01%
94,438
+5,906
1763
$397K ﹤0.01%
54,178
+27,334
1764
$397K ﹤0.01%
16,676
-3,670
1765
$397K ﹤0.01%
+26,481
1766
$397K ﹤0.01%
+22,969
1767
$396K ﹤0.01%
13,117
-10,985
1768
$396K ﹤0.01%
55,699
-45,949
1769
$394K ﹤0.01%
17,985
-4,723
1770
$393K ﹤0.01%
27,319
+21,923
1771
$392K ﹤0.01%
7,090
-1,873
1772
$392K ﹤0.01%
10,041
-193
1773
$392K ﹤0.01%
51,334
-34,881
1774
$392K ﹤0.01%
33,269
-10,544
1775
$392K ﹤0.01%
10,827
-1,135
69 70
71
72 73