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
$6.94B
AUM Growth
-$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$53M
2 +$46.9M
3 +$45.4M
4
HR icon
Healthcare Realty
HR
+$40.7M
5
DDS icon
Dillards
DDS
+$36.5M

Top Sells

1 +$88.5M
2 +$80.3M
3 +$65.5M
4
GAS
AGL Resources Inc
GAS
+$56.2M
5
RJF icon
Raymond James Financial
RJF
+$50.5M

Sector Composition

1 Financials 21.05%
2 Industrials 12.22%
3 Technology 11.57%
4 Real Estate 9.63%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-138,500