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
$610M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$19.1M
3 +$13.7M
4
SITE icon
SiteOne Landscape Supply
SITE
+$11.2M
5
FORG
ForgeRock, Inc.
FORG
+$10.5M

Top Sells

1 +$19.5M
2 +$15M
3 +$8.59M
4
DLTR icon
Dollar Tree
DLTR
+$8.49M
5
DRVN icon
Driven Brands
DRVN
+$8.16M

Sector Composition

1 Industrials 27.54%
2 Consumer Discretionary 23.22%
3 Technology 14.29%
4 Materials 10.85%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-95,165
102
-7,000