PIM
Perkins Investment Management Portfolio holdings
AUM
$8.09B
1-Year Return
25.39%
This Quarter Return
+1.13%
1 Year Return
+25.39%
3 Year Return
+37.05%
5 Year Return
–
10 Year Return
–
AUM
$9.97B
AUM Growth
-$695M
(-6.5%)
Cap. Flow
-$757M
Cap. Flow
% of AUM
-7.59%
Top 10 Holdings %
Top 10 Hldgs %
17.11%
Holding
301
New
45
Increased
86
Reduced
124
Closed
37
Top Buys
| 1 |
Waste Connections
WCN
|
$145M |
| 2 |
Citizens Financial Group
CFG
|
$110M |
| 3 |
Fifth Third Bancorp
FITB
|
$99M |
| 4 |
Timken Company
TKR
|
$82.3M |
| 5 |
Comerica
CMA
|
$74.2M |
Top Sells
| 1 |
T Rowe Price
TROW
|
$112M |
| 2 |
Public Storage
PSA
|
$98.6M |
| 3 |
Sysco
SYY
|
$97M |
| 4 |
Alliant Energy
LNT
|
$87.5M |
| 5 |
Crown Holdings
CCK
|
$83.2M |
Sector Composition
| 1 | Financials | 20.6% |
| 2 | Healthcare | 13.86% |
| 3 | Industrials | 12.89% |
| 4 | Technology | 9.81% |
| 5 | Consumer Discretionary | 8.43% |
