PIM

Perkins Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 25.39%
This Quarter Est. Return
1 Year Est. Return
+25.39%
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
+$70.9M
2
+$63.6M
3
+$52.7M
4
WTFC icon
Wintrust Financial
WTFC
+$40.4M
5
IVZ icon
Invesco
IVZ
+$37M

Top Sells

1
+$67.3M
2
+$63M
3
+$46.5M
4
PKG icon
Packaging Corp of America
PKG
+$46.3M
5
PCH icon
PotlatchDeltic
PCH
+$43.7M

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
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