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
2276
$53K ﹤0.01%
46,686
-87,484
2277
$51K ﹤0.01%
+11,417
2278
$51K ﹤0.01%
+18,598
2279
$50K ﹤0.01%
3,191
-427
2280
$47K ﹤0.01%
892
-3
2281
$46K ﹤0.01%
2,354
-3,648
2282
$42K ﹤0.01%
+10,174
2283
$40K ﹤0.01%
12,165
-16,984
2284
$40K ﹤0.01%
+15,935
2285
$39K ﹤0.01%
108,754
+24,230
2286
$38K ﹤0.01%
13,887
-289
2287
$37K ﹤0.01%
28,752
-70,298
2288
$36K ﹤0.01%
17,872
+13
2289
$35K ﹤0.01%
100,169
-203,605
2290
$34K ﹤0.01%
15,527
-8,194
2291
$33K ﹤0.01%
98,070
-127,096
2292
$32K ﹤0.01%
4,884
-7,852
2293
$31K ﹤0.01%
13,490
-2,182
2294
$31K ﹤0.01%
32,348
+7,529
2295
$30K ﹤0.01%
10,403
-16,551
2296
$29K ﹤0.01%
552
-153
2297
$27K ﹤0.01%
1,040
2298
$27K ﹤0.01%
1,391
-311
2299
$27K ﹤0.01%
+10,579
2300
$27K ﹤0.01%
30,042
-1,354
90 91
92
93 94