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
$6.62B
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$73.2M
2
+$64.3M
3
+$50.5M
4
IVZ icon
Invesco
IVZ
+$43M
5
DINO icon
HF Sinclair
DINO
+$41.6M

Top Sells

1
+$74.7M
2
+$63.5M
3
+$50.9M
4
PKG icon
Packaging Corp of America
PKG
+$45.2M
5
PCH
PotlatchDeltic
PCH
+$43.3M

Sector Composition

1 Financials 17.73%
2 Industrials 13.67%
3 Real Estate 11.18%
4 Healthcare 9.12%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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