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
$14.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$230M
3
+$209M
4
LH icon
Labcorp
LH
+$200M
5
CIT
CIT Group Inc.
CIT
+$199M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.55%
2 Industrials 14.13%
3 Healthcare 13.25%
4 Real Estate 8.51%
5 Technology 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$142M 0.96%
+4,268,254
27
$140M 0.95%
+2,092,021
28
$140M 0.95%
+1,784,127
29
$140M 0.94%
+2,808,392
30
$139M 0.94%
+3,382,842
31
$138M 0.93%
+1,022,019
32
$137M 0.93%
+9,916
33
$137M 0.92%
+3,822,545
34
$134M 0.91%
+4,697,934
35
$133M 0.9%
+2,777,037
36
$132M 0.89%
+2,201,038
37
$132M 0.89%
+1,705,479
38
$130M 0.88%
+3,757,291
39
$129M 0.88%
+6,852,281
40
$128M 0.87%
+3,933,893
41
$125M 0.84%
+1,961,926
42
$124M 0.84%
+3,227,535
43
$123M 0.84%
+1,504,938
44
$121M 0.82%
+3,583,550
45
$120M 0.81%
+5,569,113
46
$118M 0.8%
+1,944,368
47
$115M 0.78%
+3,481,643
48
$111M 0.75%
+2,411,050
49
$111M 0.75%
+1,744,663
50
$110M 0.74%
+472,727
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