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
$6.65B
AUM Growth
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$68.8M
3
+$64.2M
4
PDCO
Patterson Companies, Inc.
PDCO
+$53.7M
5
TRN icon
Trinity Industries
TRN
+$46.2M

Top Sells

1
+$94.8M
2
+$80.7M
3
+$76.7M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$66.9M
5
PPL icon
PPL Corp
PPL
+$64.9M

Sector Composition

1 Financials 18.72%
2 Industrials 14.92%
3 Real Estate 10.71%
4 Technology 9.51%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.36M 0.04%
16,686
-3,892
202
$2.24M 0.03%
+18,821
203
$2.24M 0.03%
+99,840
204
$2.22M 0.03%
36,220
+3,846
205
$2.21M 0.03%
89,575
-13,908
206
$2.12M 0.03%
41,504
-2,587
207
$2.08M 0.03%
13,241
-774
208
$2.05M 0.03%
19,761
-4,774
209
$2.03M 0.03%
24,675
-6,975
210
$1.96M 0.03%
29,049
-35,501
211
$1.9M 0.03%
+26,227
212
$1.85M 0.03%
31,597
-2,007
213
$1.55M 0.02%
12,164
+77
214
$1.5M 0.02%
37,042
-62,316
215
$1.1M 0.02%
31,000
216
$998K 0.02%
23,865
-84,692
217
$949K 0.01%
66,164
-605
218
$901K 0.01%
+63,507
219
$726K 0.01%
16,715
-1,858,754
220
$495K 0.01%
+8,669
221
$443K 0.01%
17,477
+2,908
222
$425K 0.01%
16,800
-81,356
223
$374K 0.01%
6,650
224
$317K ﹤0.01%
6,303
225
$213K ﹤0.01%
+1
7 8
9
10 11