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
$12.3B
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$87.8M
2 +$84.6M
3 +$83.8M
4
MCRS
MICROS SYSTEMS INC
MCRS
+$76M
5
SYY icon
Sysco
SYY
+$74.1M

Top Sells

1 +$147M
2 +$109M
3 +$95.1M
4
ATI icon
ATI
ATI
+$83.5M
5
DINO icon
HF Sinclair
DINO
+$81.4M

Sector Composition

1 Financials 20.53%
2 Industrials 13.74%
3 Healthcare 11.19%
4 Energy 8.65%
5 Technology 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-478,985
277
-688,121