PIM
Perkins Investment Management Portfolio holdings
AUM
$8.09B
1-Year Return
25.39%
This Quarter Return
-6.02%
1 Year Return
+25.39%
3 Year Return
+37.05%
5 Year Return
–
10 Year Return
–
AUM
$6.94B
AUM Growth
-$1.82B
(-21%)
Cap. Flow
-$981M
Cap. Flow
% of AUM
-14.14%
Top 10 Holdings %
Top 10 Hldgs %
19.01%
Holding
278
New
21
Increased
66
Reduced
137
Closed
41
Top Buys
| 1 |
PPS
Post Properties
PPS
|
$53M |
| 2 |
Plains All American Pipeline
PAA
|
$46.9M |
| 3 |
Pinnacle West Capital
PNW
|
$45.4M |
| 4 |
Healthcare Realty
HR
|
$40.7M |
| 5 |
Dillards
DDS
|
$36.5M |
Top Sells
| 1 |
INFA
INFORMATICA CORP
INFA
|
$88.5M |
| 2 |
Comerica
CMA
|
$80.3M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$65.5M |
| 4 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$56.2M |
| 5 |
Raymond James Financial
RJF
|
$50.5M |
Sector Composition
| 1 | Financials | 21.05% |
| 2 | Industrials | 12.22% |
| 3 | Technology | 11.57% |
| 4 | Real Estate | 9.63% |
| 5 | Consumer Discretionary | 9.34% |
