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
$866M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$13.8M
4
STLA icon
Stellantis
STLA
+$13M
5
SKY icon
Champion Homes
SKY
+$10.3M

Top Sells

1
+$7.84M
2
+$6.65M
3
+$5.03M
4
ACM icon
Aecom
ACM
+$4.95M
5
FLEX icon
Flex
FLEX
+$4.62M

Sector Composition

1 Consumer Discretionary 32.07%
2 Industrials 25.93%
3 Technology 19.88%
4 Communication Services 6.76%
5 Materials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.19%
+110,213
77
$1.58M 0.18%
82,067
-57,334
78
$1.44M 0.16%
+21,148
79
$1.33M 0.15%
+44,167
80
$1.16M 0.13%
19,277
81
$1.16M 0.13%
+4,595
82
$1.12M 0.13%
+63,687
83
$1.12M 0.13%
+24,770
84
$1.11M 0.13%
+71,537
85
$1.11M 0.13%
+710
86
$1.09M 0.12%
+8,966
87
$848K 0.1%
+32,166
88
$819K 0.09%
+14,005
89
$770K 0.09%
15,137
90
$708K 0.08%
+3,857
91
$631K 0.07%
47,774
-43,044
92
$595K 0.07%
29,760
-131,840
93
$436K 0.05%
6,917
-12,820
94
$373K 0.04%
63,295
-38,135
95
$161K 0.02%
+1,304
96
– –
-77,182
97
– –
-7,779
98
– –
-2,455
99
– –
-95,002
100
– –
-154,230
1 2 3
4
5