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
2126
$171K ﹤0.01%
47,422
-26,061
2127
$168K ﹤0.01%
13,280
+925
2128
$168K ﹤0.01%
35,377
+14,202
2129
$168K ﹤0.01%
40,381
+27,784
2130
$168K ﹤0.01%
17,955
-15,835
2131
$166K ﹤0.01%
31,676
-9,469
2132
$165K ﹤0.01%
+15,395
2133
$165K ﹤0.01%
24,375
-12,580
2134
$164K ﹤0.01%
13,279
-27,488
2135
$162K ﹤0.01%
14,449
+358
2136
$162K ﹤0.01%
+10,649
2137
$161K ﹤0.01%
+21,937
2138
$159K ﹤0.01%
11,941
+5,682
2139
$159K ﹤0.01%
11,824
+303
2140
$157K ﹤0.01%
19,364
+4,105
2141
$156K ﹤0.01%
10,998
-12,382
2142
$154K ﹤0.01%
93,988
-6,912
2143
$153K ﹤0.01%
11,059
+1,478
2144
$152K ﹤0.01%
14,650
+4,218
2145
$152K ﹤0.01%
10,093
-2,081
2146
$151K ﹤0.01%
14,844
+3,948
2147
$149K ﹤0.01%
+840
2148
$149K ﹤0.01%
+13,928
2149
$148K ﹤0.01%
19,819
+3,647
2150
$148K ﹤0.01%
59,383
+11,490
84 85
86
87 88