AI

Aperture Investors Portfolio holdings

AUM $744M
1-Year Est. Return 37.35%
This Quarter Est. Return
1 Year Est. Return
+37.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$866M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$13.8M
4
STLA icon
Stellantis
STLA
+$13M
5
SKY icon
Champion Homes
SKY
+$10.3M

Top Sells

1
+$7.84M
2
+$6.65M
3
+$5.03M
4
ACM icon
Aecom
ACM
+$4.95M
5
FLEX icon
Flex
FLEX
+$4.62M

Sector Composition

1 Consumer Discretionary 32.07%
2 Industrials 25.93%
3 Technology 19.88%
4 Communication Services 6.76%
5 Materials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.22%
211,641
+162,916
27
$10.4M 1.19%
29,935
+21,927
28
$10.3M 1.17%
188,657
+4,457
29
$10.3M 1.17%
72,444
+33,759
30
$10.2M 1.17%
116,574
-27,694
31
$9.93M 1.13%
169,890
+67,194
32
$9.36M 1.07%
110,089
-1,686
33
$9.06M 1.04%
+348,111
34
$8.52M 0.97%
149,496
+50,371
35
$8.3M 0.95%
437,833
-26,323
36
$7.97M 0.91%
29,409
+2,070
37
$7.83M 0.89%
32,803
+4,301
38
$7.81M 0.89%
+543,744
39
$7.74M 0.88%
62,311
40
$7.52M 0.86%
21,894
+11,358
41
$7.13M 0.81%
41,420
+23,140
42
$6.94M 0.79%
405,634
43
$6.79M 0.78%
+315,127
44
$6.77M 0.77%
+159,836
45
$5.61M 0.64%
+80,152
46
$5.58M 0.64%
24,624
-8,316
47
$5M 0.57%
281,165
+203,261
48
$4.95M 0.57%
46,302
+9,805
49
$4.94M 0.56%
134,720
+55,528
50
$4.65M 0.53%
63,643
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