PA
Perennial Advisors Portfolio holdings
AUM
$538M
This Quarter Return
+7.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+7.8%)
Cap. Flow
+$438K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
33.98%
Holding
80
New
5
Increased
33
Reduced
33
Closed
3
Top Buys
Top Sells
1 |
3M
MMM
|
$2.46M |
2 |
TIF
Tiffany & Co.
TIF
|
$1.57M |
3 |
Apple
AAPL
|
$327K |
4 |
TRTN
Triton International Limited
TRTN
|
$278K |
5 |
Dorian LPG
LPG
|
$242K |
Sector Composition
1 | Financials | 22.84% |
2 | Technology | 15.91% |
3 | Healthcare | 10.88% |
4 | Industrials | 10.38% |
5 | Communication Services | 9.97% |