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
$745M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.1M
3
+$11.9M
4
OLO
Olo Inc
OLO
+$10.7M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$8.04M

Top Sells

1
+$17.2M
2
+$16.7M
3
+$15.9M
4
LSPD icon
Lightspeed Commerce
LSPD
+$15.5M
5
RH icon
RH
RH
+$10.5M

Sector Composition

1 Consumer Discretionary 31.54%
2 Technology 25.81%
3 Industrials 25.05%
4 Materials 5.17%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-37,559
102
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-7,269
103
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-14,005
104
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-163,050
105
– –
-48,260
106
– –
-134,720
107
– –
-6,917
108
– –
-543,744
109
– –
-40,000
110
– –
-80,152
111
– –
-116,574
112
– –
-18,386
113
– –
-3,857
1 2 3 4
5