PIM

Perkins Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 25.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.76B
AUM Growth
-$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$51.2M
3
+$50.7M
4
HR icon
Healthcare Realty
HR
+$49.4M
5
LECO icon
Lincoln Electric
LECO
+$44.4M

Top Sells

1
+$82M
2
+$79.6M
3
+$74M
4
RSG icon
Republic Services
RSG
+$67.6M
5
PPL icon
PPL Corp
PPL
+$61.6M

Sector Composition

1 Financials 22.79%
2 Industrials 12.83%
3 Healthcare 11.54%
4 Technology 9.9%
5 Real Estate 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,300
277
– –
-14,000
278
– –
-42,804
279
– –
-25,000
280
– –
-13,140
281
– –
-2,300
8 9 10 11
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