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
$9.97B
AUM Growth
-$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$112M
3
+$99.1M
4
TKR icon
Timken Company
TKR
+$81M
5
CMA
Comerica
CMA
+$73.4M

Top Sells

1
+$114M
2
+$101M
3
+$99.1M
4
LNT icon
Alliant Energy
LNT
+$90.5M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$78.7M

Sector Composition

1 Financials 20.6%
2 Healthcare 13.86%
3 Industrials 12.89%
4 Technology 9.81%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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15,138
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257
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4,595
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259
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260
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262
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266
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270
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271
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272
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-123,379
273
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-68,972
274
– –
-77,217
275
– –
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9 10
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