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
176
$4.16M 0.06%
39,624
-14,846
177
$4.07M 0.06%
309,750
-3,933
178
$4.01M 0.06%
64,550
-847,846
179
$3.92M 0.06%
192,066
-1,095
180
$3.92M 0.06%
+137,161
181
$3.88M 0.06%
143,010
+68,026
182
$3.88M 0.06%
+99,358
183
$3.83M 0.06%
59,296
+4,192
184
$3.83M 0.06%
39,175
-390
185
$3.82M 0.06%
204,872
-696,908
186
$3.3M 0.05%
50,206
-30,880
187
$3.21M 0.05%
74,527
-631
188
$3.14M 0.05%
+46,206
189
$3.04M 0.04%
29,098
-4,394
190
$2.92M 0.04%
20,578
-558,419
191
$2.83M 0.04%
49,063
-300
192
$2.76M 0.04%
14,015
-185
193
$2.69M 0.04%
98,156
-16,432
194
$2.68M 0.04%
56,003
+6,120
195
$2.65M 0.04%
103,483
+22,212
196
$2.44M 0.04%
24,535
+1,030
197
$2.38M 0.03%
40,214
-12,352
198
$2.3M 0.03%
31,650
199
$2.25M 0.03%
32,374
+4,079
200
$2.23M 0.03%
33,604
-300
6 7
8
9 10