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
$6.86B
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$49.6M
3
+$42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$39.7M
5
LAZ icon
Lazard
LAZ
+$37.5M

Top Sells

1
+$79.2M
2
+$74.9M
3
+$52.6M
4
ZTS icon
Zoetis
ZTS
+$51.2M
5
SYK icon
Stryker
SYK
+$41M

Sector Composition

1 Financials 20.21%
2 Industrials 12.26%
3 Technology 11.45%
4 Real Estate 10.54%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.22M 0.11%
+148,820
152
$7.05M 0.1%
274,212
153
$6.95M 0.1%
169,363
-18,920
154
$6.9M 0.1%
98,969
+15,002
155
$6.85M 0.1%
119,516
156
$6.77M 0.1%
344,306
-49,803
157
$6.57M 0.1%
29,255
-65,094
158
$5.8M 0.08%
126,661
159
$5.76M 0.08%
122,285
-470
160
$5.65M 0.08%
85,068
-109,918
161
$5.63M 0.08%
93,200
162
$5.61M 0.08%
359,411
+151,052
163
$5.5M 0.08%
+409,899
164
$5.44M 0.08%
+274,992
165
$5.26M 0.08%
190,822
+6,176
166
$5.26M 0.08%
53,269
-3,848
167
$5.11M 0.07%
66,456
-49,467
168
$4.94M 0.07%
153,166
-50,000
169
$4.88M 0.07%
108,557
+72,217
170
$4.66M 0.07%
268,923
-4,409
171
$4.58M 0.07%
143,279
-3,700
172
$4.46M 0.07%
33,613
173
$4.32M 0.06%
72,945
-89,266
174
$4.27M 0.06%
28,586
175
$4.19M 0.06%
78,077
-533,653
5 6
7
8 9