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
1976
$268K ﹤0.01%
+6,468
1977
$267K ﹤0.01%
+19,023
1978
$266K ﹤0.01%
97,081
+39,443
1979
$265K ﹤0.01%
90,141
+27,897
1980
$264K ﹤0.01%
11,423
+5,159
1981
$264K ﹤0.01%
10,903
-2,182
1982
$263K ﹤0.01%
15,314
+251
1983
$263K ﹤0.01%
10,820
-463
1984
$262K ﹤0.01%
49,489
+11,640
1985
$261K ﹤0.01%
906
+186
1986
$260K ﹤0.01%
+10,956
1987
$259K ﹤0.01%
7,724
-2,143
1988
$258K ﹤0.01%
31,991
-1,087
1989
$257K ﹤0.01%
+17,797
1990
$256K ﹤0.01%
10,275
+2,009
1991
$256K ﹤0.01%
292,752
-816,272
1992
$255K ﹤0.01%
1,756
+262
1993
$255K ﹤0.01%
33,237
-14,915
1994
$255K ﹤0.01%
24,629
+7,405
1995
$255K ﹤0.01%
14,715
+3,792
1996
$255K ﹤0.01%
18,908
-5,324
1997
$254K ﹤0.01%
58,900
+46,854
1998
$254K ﹤0.01%
18,041
-13,512
1999
$252K ﹤0.01%
+2,819
2000
$252K ﹤0.01%
7,090
-1,365
78 79
80
81 82