Aperio Group LLC

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Assets, Funds, Holdings

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CAFR Data
Aperio Group LLC
CRD #111616
SEC #801-57184
CIK #1364615
AUM $24.7 BB (100% Disc, 100% US)
Employees89 (27% Investors, 0% Brokers)
Phone415-339-4300
AddressThree Harbor Drive
Sausalito, CA 94965
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502000200620132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.0528.0
AAPL843,560.0524.9
AMZN820,610.0372.7
GOOGL819,810.0293.8
JNJ369,000.0259.5
PFE230,400.0241.0
JPM341,670.0222.0
UNH233,310.0215.2
INTC239,910.0189.4
V341,210.0182.0
View All
Holdings by Sector ($)
2016128402014201620182020
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Burgundy Asset Management Ltd
25.3
Edgewood Management LLC
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Resources Investment Advisors LLC
KS 24.8
BMO Private Investment Counsel Inc
24.6
Scout Investments Inc
MO 24.2
Stratford Advisory Group Inc
IL 24.0
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