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
1776
$391K ﹤0.01%
12,218
+9,961
1777
$390K ﹤0.01%
11,580
+2,367
1778
$389K ﹤0.01%
29,094
+4,103
1779
$389K ﹤0.01%
9,523
+2,530
1780
$388K ﹤0.01%
15,208
+7,429
1781
$387K ﹤0.01%
42,717
-12,804
1782
$386K ﹤0.01%
24,454
1783
$385K ﹤0.01%
6,119
+624
1784
$385K ﹤0.01%
+20,137
1785
$384K ﹤0.01%
41,526
-11,221
1786
$384K ﹤0.01%
53,173
-45,982
1787
$383K ﹤0.01%
42,126
+4,527
1788
$380K ﹤0.01%
8,391
-2,518
1789
$379K ﹤0.01%
13,902
+1,788
1790
$379K ﹤0.01%
61,067
-148,678
1791
$378K ﹤0.01%
74,414
+28,865
1792
$377K ﹤0.01%
20,789
+2,134
1793
$377K ﹤0.01%
17,760
-4,198
1794
$376K ﹤0.01%
32,367
+1,441
1795
$375K ﹤0.01%
47,153
+34,107
1796
$375K ﹤0.01%
18,391
+3,354
1797
$372K ﹤0.01%
57,721
-16,603
1798
$371K ﹤0.01%
8,184
-2,771
1799
$371K ﹤0.01%
8,789
-872
1800
$370K ﹤0.01%
15,568
-4,088
70 71
72
73 74