AI

Aperture Investors Portfolio holdings

AUM $716M
1-Year Est. Return 24.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
-$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.3M
3
+$13.5M
4
VERX icon
Vertex
VERX
+$11.9M
5
SHAK icon
Shake Shack
SHAK
+$11.2M

Top Sells

1
+$17.2M
2
+$14.8M
3
+$13.7M
4
BC icon
Brunswick
BC
+$12.5M
5
DSGX icon
Descartes Systems
DSGX
+$10.5M

Sector Composition

1 Technology 28.83%
2 Consumer Discretionary 21.1%
3 Industrials 19.05%
4 Communication Services 11.15%
5 Materials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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