PIP

Perennial Investment Partners Portfolio holdings

AUM $178M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$8.19M
3
+$7.63M
4
SBRA icon
Sabra Healthcare REIT
SBRA
+$6.61M
5
REG icon
Regency Centers
REG
+$5.15M

Top Sells

1
+$11.5M
2
+$9M
3
+$7.8M
4
HST icon
Host Hotels & Resorts
HST
+$7.69M
5
CPRI icon
Capri Holdings
CPRI
+$5.27M

Sector Composition

1 Real Estate 76.12%
2 Consumer Discretionary 5.39%
3 Technology 4.82%
4 Financials 4.12%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
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