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
2151
$146K ﹤0.01%
13,326
-22,052
2152
$145K ﹤0.01%
+680
2153
$145K ﹤0.01%
19,421
-246
2154
$144K ﹤0.01%
11,402
-12,764
2155
$144K ﹤0.01%
13,233
-18,832
2156
$142K ﹤0.01%
45,401
+19,277
2157
$142K ﹤0.01%
+10,441
2158
$141K ﹤0.01%
27,088
+2,138
2159
$140K ﹤0.01%
46,320
-32,442
2160
$140K ﹤0.01%
12,117
-10,753
2161
$139K ﹤0.01%
+17,694
2162
$138K ﹤0.01%
18,231
+7,863
2163
$138K ﹤0.01%
+10,682
2164
$138K ﹤0.01%
32,139
-61,886
2165
$138K ﹤0.01%
+13,591
2166
$138K ﹤0.01%
12,161
+336
2167
$137K ﹤0.01%
17,789
+3,804
2168
$137K ﹤0.01%
+10,223
2169
$135K ﹤0.01%
+13,148
2170
$134K ﹤0.01%
+10,509
2171
$132K ﹤0.01%
39,520
+26,951
2172
$132K ﹤0.01%
+206
2173
$132K ﹤0.01%
20,305
-1,456
2174
$131K ﹤0.01%
+12,622
2175
$131K ﹤0.01%
13,557
-6,046
85 86
87
88 89