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
2351
-9,377
2352
-4,077
2353
-38,936
2354
-11,149
2355
-5,657
2356
-2,873
2357
-3,158
2358
-8,655
2359
-1,964
2360
-23,531
2361
-715
2362
-13,677
2363
-6,850
2364
-4,318
2365
-6,271
2366
-28,712
2367
-16,874
2368
-6,704
2369
-12,981
2370
-5,388
2371
-671
2372
-9,933
2373
-6,063
2374
-10,681
2375
-1,825