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
$711M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$15.7M
3
+$11.8M
4
BC icon
Brunswick
BC
+$11.6M
5
YETI icon
Yeti Holdings
YETI
+$9.35M

Top Sells

1
+$12.9M
2
+$11M
3
+$9.46M
4
SKY icon
Champion Homes
SKY
+$7.32M
5
MLM icon
Martin Marietta Materials
MLM
+$3.9M

Sector Composition

1 Industrials 27.65%
2 Consumer Discretionary 24.91%
3 Technology 17.38%
4 Healthcare 8.46%
5 Materials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.2M 1.27%
383,412
+60,055
27
$9.02M 1.25%
105,357
-437
28
$8.63M 1.19%
184,114
-44,773
29
$7.52M 1.04%
127,103
-12,576
30
$7.2M 1%
333,553
+14,192
31
$6.76M 0.94%
66,156
+31,849
32
$6.75M 0.93%
72,560
+1,711
33
$6.62M 0.92%
21,007
-3,621
34
$6.47M 0.9%
26,565
+17,074
35
$6.45M 0.89%
22,368
-7,080
36
$5.8M 0.8%
71,895
+3,666
37
$5.33M 0.74%
66,940
+10,208
38
$5.25M 0.73%
+14,438
39
$4.97M 0.69%
274,078
40
$4.85M 0.67%
46,908
-14,613
41
$4.72M 0.65%
13,701
-1,215
42
$4.71M 0.65%
+59,596
43
$3.77M 0.52%
56,604
+4,492
44
$3.43M 0.47%
16,193
-15,356
45
$3.33M 0.46%
7,170
-7,025
46
$3.2M 0.44%
+115,120
47
$3.07M 0.43%
156,495
-22,475
48
$2.55M 0.35%
+24,443
49
$2.38M 0.33%
294,036
-18,964
50
$1.97M 0.27%
50,959
+9,615
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