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
$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 13.68%
4 Communication Services 9%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-33,472
79
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-11,925
80
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-1,267
81
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0
82
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-62,824
83
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-87,382
84
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-9,916
85
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0
86
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-4,542
87
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-11,525
88
– –
0
89
– –
-9,708
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4