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
51
$1.96M 0.27%
+61,938
52
$1.94M 0.27%
13,536
+3,750
53
$1.94M 0.27%
+22,390
54
$1.43M 0.2%
34,890
-17,813
55
$1.33M 0.18%
18,802
+8,688
56
$1.32M 0.18%
55,123
-83,253
57
$1.24M 0.17%
24,597
-21,451
58
$1.24M 0.17%
163,054
+45,811
59
$1.19M 0.16%
15,700
+4,314
60
$1.19M 0.16%
44,592
+19,018
61
$1.14M 0.16%
8,977
+2,388
62
$985K 0.14%
+747
63
$886K 0.12%
+25,810
64
$797K 0.11%
18,148
-37,256
65
$674K 0.09%
+119,881
66
$655K 0.09%
+16,587
67
$632K 0.09%
+99,376
68
$606K 0.08%
197,904
69
$525K 0.07%
+75,040
70
$495K 0.07%
+13,736
71
$480K 0.07%
+37,044
72
$301K 0.04%
+4,340
73
$288K 0.04%
+4,330
74
– –
-11,525
75
– –
0
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3
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