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
$787M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.1M
3
+$21.9M
4
BC icon
Brunswick
BC
+$18.4M
5
OS
OneStream Inc
OS
+$10.7M

Top Sells

1
+$15.1M
2
+$13.2M
3
+$11.2M
4
VSTS icon
Vestis
VSTS
+$10.6M
5
LOGI icon
Logitech
LOGI
+$8.21M

Sector Composition

1 Consumer Discretionary 28.62%
2 Technology 28.31%
3 Industrials 20.05%
4 Financials 5.38%
5 Materials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-21,585
77
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-350,381
78
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-25,575
79
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-225,136
80
– –
-84,842
81
– –
-7,317
82
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-477,155
83
– –
-14,774
84
– –
-143,049
85
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-23,176
86
– –
-865,618
87
– –
-29,308
88
– –
-8,326
89
– –
-54,447
1 2 3
4