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
51
$109M 0.74%
+1,826,095
52
$109M 0.74%
+11,678,968
53
$109M 0.74%
+6,350,486
54
$106M 0.72%
+6,126,956
55
$106M 0.71%
+1,451,857
56
$106M 0.71%
+2,683,480
57
$104M 0.71%
+2,287,498
58
$102M 0.69%
+4,221,340
59
$102M 0.69%
+3,232,251
60
$99.8M 0.68%
+2,503,680
61
$96.6M 0.65%
+2,487,330
62
$95.1M 0.64%
+2,299,122
63
$93M 0.63%
+3,759,700
64
$92.5M 0.63%
+2,286,073
65
$91.8M 0.62%
+1,705,164
66
$91.3M 0.62%
+2,256,638
67
$90.3M 0.61%
+1,453,757
68
$89.2M 0.6%
+2,192,652
69
$87.7M 0.59%
+3,983,759
70
$86.7M 0.59%
+1,319,812
71
$86.3M 0.58%
+818,557
72
$85.8M 0.58%
+1,060,782
73
$85.5M 0.58%
+2,988,135
74
$85.5M 0.58%
+3,691,986
75
$85.3M 0.58%
+1,307,565
1 2
3
4 5