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
2226
$91K ﹤0.01%
28,989
-3,098
2227
$89K ﹤0.01%
+1,073
2228
$87K ﹤0.01%
33,141
2229
$87K ﹤0.01%
12,040
-539
2230
$84K ﹤0.01%
+17,571
2231
$84K ﹤0.01%
15,416
-30,155
2232
$84K ﹤0.01%
11,372
-727
2233
$83K ﹤0.01%
+10,767
2234
$83K ﹤0.01%
+460
2235
$82K ﹤0.01%
10,229
-3,866
2236
$82K ﹤0.01%
45,572
-5,987
2237
$81K ﹤0.01%
+9,202
2238
$81K ﹤0.01%
9,923
-186
2239
$80K ﹤0.01%
+1,861
2240
$80K ﹤0.01%
303,694
+172,562
2241
$80K ﹤0.01%
20,051
-7,256
2242
$79K ﹤0.01%
+30,153
2243
$79K ﹤0.01%
18,971
+2,446
2244
$77K ﹤0.01%
+2,743
2245
$76K ﹤0.01%
29,681
-68,332
2246
$74K ﹤0.01%
1,883
+91
2247
$71K ﹤0.01%
39,930
+26,435
2248
$70K ﹤0.01%
3,064
-591
2249
$68K ﹤0.01%
4,581
+827
2250
$68K ﹤0.01%
55,775
-40,013
88 89
90
91 92