PIM
Perkins Investment Management Portfolio holdings
AUM
$8.09B
This Quarter Return
+8.3%
1 Year Return
+25.39%
3 Year Return
+37.05%
5 Year Return
–
10 Year Return
–
AUM
$14.4B
AUM Growth
+$14.4B
(-0.76%)
Cap. Flow
-$1.04B
Cap. Flow
% of AUM
-7.21%
Top 10 Holdings %
Top 10 Hldgs %
16.09%
Holding
289
New
23
Increased
90
Reduced
134
Closed
30
Top Buys
| 1 |
Plains GP Holdings
PAGP
|
$189M |
| 2 |
Ralph Lauren
RL
|
$148M |
| 3 |
BWX Technologies
BWXT
|
$88.1M |
| 4 |
HF Sinclair
DINO
|
$85.2M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$81.9M |
Top Sells
| 1 |
Marsh & McLennan
MMC
|
$154M |
| 2 |
McKesson
MCK
|
$132M |
| 3 |
AET
Aetna Inc
AET
|
$101M |
| 4 |
Plains All American Pipeline
PAA
|
$85.4M |
| 5 |
Bank of Hawaii
BOH
|
$82M |
Sector Composition
| 1 | Financials | 21.39% |
| 2 | Industrials | 15.28% |
| 3 | Technology | 11.64% |
| 4 | Healthcare | 11.62% |
| 5 | Energy | 8.38% |