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
201
$9.65M 0.07%
+476,975
202
$9.35M 0.06%
+601,200
203
$9.22M 0.06%
+119,751
204
$8.91M 0.06%
+353,410
205
$8.89M 0.06%
+75,100
206
$8.68M 0.06%
+629,255
207
$8M 0.05%
+42,000
208
$7.75M 0.05%
+150,601
209
$7.52M 0.05%
+104,934
210
$7.16M 0.05%
+209,618
211
$7.11M 0.05%
+536,200
212
$6.95M 0.05%
+111,240
213
$6.92M 0.05%
+139,800
214
$6.79M 0.05%
+287,645
215
$5.41M 0.04%
+176,065
216
$5.34M 0.04%
+54,126
217
$5.26M 0.04%
+139,760
218
$5.24M 0.04%
+52,965
219
$5.13M 0.03%
+124,080
220
$4.86M 0.03%
+76,975
221
$4.33M 0.03%
+67,912
222
$4.24M 0.03%
+153,560
223
$4.22M 0.03%
+169,740
224
$4.2M 0.03%
+122,475
225
$4.19M 0.03%
+80,817
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