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
$813M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.5M
3
+$16.1M
4
ATKR icon
Atkore
ATKR
+$10.5M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.08M

Top Sells

1
+$22M
2
+$11.1M
3
+$10.9M
4
SKY icon
Champion Homes
SKY
+$9.4M
5
DV icon
DoubleVerify
DV
+$5.8M

Sector Composition

1 Industrials 29.89%
2 Consumer Discretionary 22.44%
3 Technology 17.12%
4 Materials 7.61%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.65M 1.15%
69,491
-2,934
27
$9.62M 1.14%
28,235
+5,867
28
$9.25M 1.1%
200,445
-69,932
29
$9.08M 1.08%
+161,939
30
$8.35M 0.99%
99,085
-6,272
31
$8.02M 0.96%
347,589
+14,036
32
$7.97M 0.95%
78,983
+6,423
33
$7.8M 0.93%
23,670
-2,895
34
$7.54M 0.9%
117,064
-10,039
35
$7.28M 0.87%
55,852
+8,944
36
$6.87M 0.82%
19,889
-1,118
37
$6.85M 0.82%
158,698
+96,760
38
$6.49M 0.77%
135,758
-48,356
39
$6.33M 0.75%
71,895
40
$6.21M 0.74%
+105,238
41
$6.19M 0.74%
15,727
+1,289
42
$5.42M 0.64%
66,940
43
$5.07M 0.6%
74,038
+14,442
44
$4.85M 0.58%
12,099
-1,602
45
$4.5M 0.54%
76,682
-188,445
46
$4.47M 0.53%
197,314
+40,819
47
$4.39M 0.52%
7,810
+640
48
$3.87M 0.46%
220,709
-53,369
49
$3.86M 0.46%
61,430
+36,833
50
$3.49M 0.42%
12,167
-4,026
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