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
$813M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.5M
3
+$16.1M
4
ATKR icon
Atkore
ATKR
+$10.5M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.08M

Top Sells

1
+$22M
2
+$11.1M
3
+$10.9M
4
SKY icon
Champion Homes
SKY
+$9.4M
5
DV icon
DoubleVerify
DV
+$5.8M

Sector Composition

1 Industrials 29.89%
2 Consumer Discretionary 22.44%
3 Technology 17.12%
4 Materials 7.61%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 4.02%
253,051
+45,883
2
$33.5M 3.99%
795,155
-18,130
3
$33.4M 3.97%
521,006
+85,663
4
$31.5M 3.75%
480,086
+23,308
5
$31.5M 3.74%
124,935
-2,249
6
$31.4M 3.74%
3,487,954
+427,114
7
$30.7M 3.65%
527,166
+152,168
8
$29.6M 3.53%
177,051
-15,213
9
$28.8M 3.43%
359,309
-61,916
10
$28.4M 3.37%
327,220
+185,927
11
$28.1M 3.34%
721,197
-149,112
12
$27.5M 3.27%
697,311
+115,768
13
$27.2M 3.24%
71,450
+1,683
14
$26.6M 3.17%
819,475
-85,279
15
$24.5M 2.92%
157,335
+67,552
16
$22.5M 2.68%
2,069,289
+77,933
17
$21.5M 2.56%
553,746
+37,533
18
$16.8M 2%
+933,289
19
$16.5M 1.97%
+195,195
20
$16.4M 1.95%
604,237
-204,070
21
$15M 1.79%
832,795
+77,105
22
$14.5M 1.72%
220,920
-143,615
23
$13.9M 1.65%
327,480
+212,360
24
$11.9M 1.42%
303,268
-276,183
25
$11.8M 1.4%
448,352
+64,940
1
2 3 4