PIM

Perkins Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 25.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.86B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$52.5M
3
+$39.4M
4
LAZ icon
Lazard
LAZ
+$38.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.8M

Top Sells

1
+$74.5M
2
+$71M
3
+$52.7M
4
ZTS icon
Zoetis
ZTS
+$48.3M
5
SYK icon
Stryker
SYK
+$42.2M

Sector Composition

1 Financials 20.21%
2 Industrials 12.26%
3 Technology 11.45%
4 Real Estate 10.54%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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