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
$12.3B
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$87.4M
2
+$86.3M
3
+$81.9M
4
SYY icon
Sysco
SYY
+$72.6M
5
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$66.7M

Top Sells

1
+$151M
2
+$108M
3
+$87.1M
4
DINO icon
HF Sinclair
DINO
+$81.4M
5
ATI icon
ATI
ATI
+$75.8M

Sector Composition

1 Financials 20.53%
2 Industrials 13.74%
3 Healthcare 11.19%
4 Energy 8.65%
5 Technology 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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