PIM
Perkins Investment Management Portfolio holdings
AUM
$8.09B
1-Year Return
25.39%
This Quarter Return
-0.97%
1 Year Return
+25.39%
3 Year Return
+37.05%
5 Year Return
–
10 Year Return
–
AUM
$8.76B
AUM Growth
-$1.21B
(-12%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-12.19%
Top 10 Holdings %
Top 10 Hldgs %
17.3%
Holding
284
New
20
Increased
89
Reduced
137
Closed
27
Top Buys
| 1 |
Ally Financial
ALLY
|
$58.2M |
| 2 |
MBFI
MB Financial Corp
MBFI
|
$54.9M |
| 3 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$51.6M |
| 4 |
Healthcare Realty
HR
|
$46.2M |
| 5 |
Stifel
SF
|
$42.9M |
Top Sells
| 1 |
HME
HOME PROPERTIES, INC
HME
|
$82.6M |
| 2 |
Zimmer Biomet
ZBH
|
$76.3M |
| 3 |
Crown Holdings
CCK
|
$71.1M |
| 4 |
Republic Services
RSG
|
$65.8M |
| 5 |
Navient
NAVI
|
$59M |
Sector Composition
| 1 | Financials | 22.79% |
| 2 | Industrials | 12.83% |
| 3 | Healthcare | 11.54% |
| 4 | Technology | 9.9% |
| 5 | Real Estate | 7.6% |
