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
2176
$131K ﹤0.01%
+12,447
2177
$131K ﹤0.01%
+10,639
2178
$131K ﹤0.01%
+1,441
2179
$129K ﹤0.01%
15,323
-4,790
2180
$128K ﹤0.01%
+10,371
2181
$128K ﹤0.01%
10,789
-10,748
2182
$128K ﹤0.01%
28,096
+12,764
2183
$127K ﹤0.01%
+346
2184
$126K ﹤0.01%
18,075
-7,766
2185
$126K ﹤0.01%
20,697
-22,887
2186
$125K ﹤0.01%
+11,283
2187
$124K ﹤0.01%
57,003
-10,024
2188
$124K ﹤0.01%
76,328
+4,497
2189
$122K ﹤0.01%
+11,951
2190
$120K ﹤0.01%
+10,290
2191
$120K ﹤0.01%
14,890
+465
2192
$119K ﹤0.01%
+13,134
2193
$118K ﹤0.01%
24,065
-5,172
2194
$118K ﹤0.01%
12,217
-3,332
2195
$117K ﹤0.01%
18,955
+7,370
2196
$117K ﹤0.01%
29,301
-1,383
2197
$116K ﹤0.01%
+21,112
2198
$115K ﹤0.01%
+10,454
2199
$114K ﹤0.01%
+11,226
2200
$113K ﹤0.01%
18,294
-17,526
86 87
88
89 90