AI

Aperture Investors Portfolio holdings

AUM $720M
1-Year Est. Return 34.53%
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$20.2M
3
+$13.7M
4
NYT icon
New York Times
NYT
+$9.55M
5
LIND icon
Lindblad Expeditions
LIND
+$8.49M

Top Sells

1
+$11.8M
2
+$7.27M
3
+$6.07M
4
VST icon
Vistra
VST
+$6M
5
TMUS icon
T-Mobile US
TMUS
+$5.49M

Sector Composition

1 Consumer Discretionary 26.93%
2 Technology 26.71%
3 Industrials 14.97%
4 Materials 8.99%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644K 0.11%
+15,137
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-5,000
84
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-12,496
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