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
$745M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.1M
3
+$11.9M
4
OLO
Olo Inc
OLO
+$10.7M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$8.04M

Top Sells

1
+$17.2M
2
+$16.7M
3
+$15.9M
4
LSPD icon
Lightspeed Commerce
LSPD
+$15.5M
5
RH icon
RH
RH
+$10.5M

Sector Composition

1 Consumer Discretionary 31.54%
2 Technology 25.81%
3 Industrials 25.05%
4 Materials 5.17%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.43%
9,970
-1,821
52
$3.09M 0.41%
20,865
-3,759
53
$3.02M 0.41%
7,733
-2,904
54
$2.78M 0.37%
55,152
55
$2.75M 0.37%
56,175
-29,649
56
$2.48M 0.33%
+69,818
57
$2.35M 0.32%
62,836
-148,805
58
$2.29M 0.31%
122,041
-315,792
59
$1.94M 0.26%
+27,308
60
$1.75M 0.24%
35,659
-34,216
61
$1.69M 0.23%
+103,678
62
$1.65M 0.22%
15,237
-31,065
63
$1.57M 0.21%
10,567
-15,169
64
$1.56M 0.21%
21,152
+4
65
$1.16M 0.16%
19,277
66
$1.01M 0.14%
197,904
67
$742K 0.1%
+14,337
68
$737K 0.1%
33,783
-48,284
69
$708K 0.1%
15,137
70
$677K 0.09%
403
-307
71
$651K 0.09%
+11,493
72
$628K 0.08%
9,495
+529
73
$560K 0.08%
+30,000
74
$471K 0.06%
+1,964
75
$407K 0.05%
+19,900
1 2
3
4 5