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
$625M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.9M
3
+$11.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$11M
5
RH icon
RH
RH
+$7.95M

Top Sells

1
+$14.4M
2
+$13.8M
3
+$13.7M
4
CLVT icon
Clarivate
CLVT
+$10.2M
5
ETSY icon
Etsy
ETSY
+$9.85M

Sector Composition

1 Consumer Discretionary 28.19%
2 Industrials 23.25%
3 Technology 20.3%
4 Materials 7.13%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.54%
19,072
-257
52
$3.08M 0.47%
+44,938
53
$2.94M 0.45%
+55,152
54
$2.83M 0.43%
18,280
-37,840
55
$2.7M 0.41%
+79,192
56
$2.7M 0.41%
79,192
-6,729
57
$2.59M 0.4%
95,002
-504,998
58
$2.58M 0.4%
48,725
-1,654
59
$2.48M 0.38%
+120,989
60
$2.36M 0.36%
+8,008
61
$2.33M 0.36%
+58,344
62
$2.22M 0.34%
+25,374
63
$2.19M 0.34%
+27,089
64
$2.17M 0.33%
+39,456
65
$2.16M 0.33%
+161,600
66
$2.05M 0.31%
+11,743
67
$2.02M 0.31%
+62,254
68
$1.99M 0.3%
+139,401
69
$1.98M 0.3%
+7,779
70
$1.93M 0.3%
+138,650
71
$1.6M 0.25%
+27,927
72
$1.24M 0.19%
+90,818
73
$1.18M 0.18%
+77,904
74
$1.12M 0.17%
+10,840
75
$1.11M 0.17%
+22,003
1 2
3
4 5