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

Top Buys

1
+$14.8M
2
+$13.4M
3
+$12.9M
4
STLA icon
Stellantis
STLA
+$12.4M
5
ASTE icon
Astec Industries
ASTE
+$9.9M

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 19.1%
4 Communication Services 7.54%
5 Materials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-39,456
104
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-8,584
105
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-123,174
106
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-44,221
107
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-14,666
108
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-120,989
109
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-158,384
110
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-64,699
111
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-15,308
112
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-19,072
113
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-7,292
114
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-304,295
115
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-77,182
116
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-7,779
117
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-58,344
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