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

Top Buys

1
+$15.8M
2
+$14.7M
3
+$13.8M
4
STLA icon
Stellantis
STLA
+$13M
5
SKY icon
Champion Homes
SKY
+$10.3M

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 19.88%
4 Communication Services 6.76%
5 Materials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 5.05%
355,837
+127,263
2
$39.7M 4.53%
473,907
+40,913
3
$36.5M 4.17%
433,973
+82,000
4
$36.5M 4.17%
407,656
+54,693
5
$34.6M 3.95%
501,710
+31,363
6
$29.9M 3.41%
474,416
+141,855
7
$29.8M 3.4%
962,485
+295,863
8
$28.2M 3.22%
396,880
+125,525
9
$25.9M 2.96%
38,123
-2,860
10
$25.9M 2.96%
609,237
+122,702
11
$25.1M 2.87%
79,256
+15,962
12
$22.9M 2.62%
592,057
+119,242
13
$19.4M 2.22%
1,214,814
+380,148
14
$17.9M 2.05%
123,788
+35,007
15
$17.4M 1.99%
213,659
-15,602
16
$17M 1.94%
351,524
+138,981
17
$16.4M 1.87%
307,730
+193,727
18
$16.2M 1.85%
432,124
+194,083
19
$14.9M 1.71%
203,864
+64,794
20
$14.7M 1.68%
+50,853
21
$13.8M 1.57%
+141,555
22
$13.7M 1.56%
491,077
+125,608
23
$13M 1.48%
+661,435
24
$12.2M 1.39%
280,246
-66,148
25
$10.7M 1.23%
1,108,506
+128,360
1
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