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
$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 Industrials 25.05%
3 Technology 23.04%
4 Communication Services 7.08%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-71,537
102
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-116,574
103
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-18,386
104
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-4,595
105
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-25,374
106
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-47,774
107
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-3,857
108
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-32,166
109
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-21,457
110
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-48,260
111
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-134,720
112
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-6,917
113
– –
-543,744
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5