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
1901
$301K ﹤0.01%
42,337
+12,840
1902
$300K ﹤0.01%
14,654
+3,175
1903
$299K ﹤0.01%
+4,299
1904
$298K ﹤0.01%
35,501
+15,830
1905
$297K ﹤0.01%
30,138
-1,407
1906
$297K ﹤0.01%
16,215
+4,374
1907
$297K ﹤0.01%
8,734
-1,178
1908
$296K ﹤0.01%
4,123
-1,088
1909
$296K ﹤0.01%
24,580
-281
1910
$295K ﹤0.01%
23,840
-4,218
1911
$295K ﹤0.01%
29,246
+6,923
1912
$295K ﹤0.01%
12,128
-5,729
1913
$294K ﹤0.01%
63,901
1914
$294K ﹤0.01%
+31,045
1915
$293K ﹤0.01%
7,307
-1,165
1916
$293K ﹤0.01%
8,972
-581
1917
$292K ﹤0.01%
27,105
+12,548
1918
$292K ﹤0.01%
14,723
+9,036
1919
$291K ﹤0.01%
6,415
+1,256
1920
$291K ﹤0.01%
6,519
+1,537
1921
$291K ﹤0.01%
13,707
-2,216
1922
$291K ﹤0.01%
+24,647
1923
$290K ﹤0.01%
27,136
+8,129
1924
$290K ﹤0.01%
+40,153
1925
$290K ﹤0.01%
88,536
+19,117
75 76
77
78 79