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
$6.86B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$66.1M
2 +$49.6M
3 +$42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$39.7M
5
LAZ icon
Lazard
LAZ
+$37.5M

Top Sells

1 +$79.2M
2 +$74.9M
3 +$52.6M
4
ZTS icon
Zoetis
ZTS
+$51.2M
5
SYK icon
Stryker
SYK
+$41M

Sector Composition

1 Financials 20.21%
2 Industrials 12.26%
3 Technology 11.45%
4 Real Estate 10.54%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-733,509
252
-73,016