AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Return
31.39%
This Quarter Return
-16.99%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$22.6B
AUM Growth
-$5.2B
(-19%)
Cap. Flow
+$704M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
19.68%
Holding
2,461
New
137
Increased
1,389
Reduced
800
Closed
128
Top Buys
| 1 |
Amazon
AMZN
|
$72.9M |
| 2 |
Microsoft
MSFT
|
$40.7M |
| 3 |
CERN
Cerner Corp
CERN
|
$34M |
| 4 |
Gilead Sciences
GILD
|
$27M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$25.5M |
Top Sells
| 1 |
PepsiCo
PEP
|
$44.4M |
| 2 |
Chevron
CVX
|
$31.9M |
| 3 |
Walt Disney
DIS
|
$24M |
| 4 |
Wells Fargo
WFC
|
$22.7M |
| 5 |
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% |
