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
1
$247M 1.67%
+6,181,077
2
$230M 1.56%
+8,170,645
3
$209M 1.41%
+6,156,512
4
$200M 1.36%
+2,330,546
5
$199M 1.35%
+4,268,261
6
$179M 1.21%
+3,754,739
7
$173M 1.17%
+2,173,083
8
$173M 1.17%
+3,589,748
9
$172M 1.16%
+4,572,797
10
$171M 1.16%
+3,067,203
11
$171M 1.16%
+3,934,200
12
$170M 1.15%
+5,804,348
13
$163M 1.11%
+5,704,998
14
$163M 1.1%
+2,443,751
15
$160M 1.08%
+3,546,934
16
$158M 1.07%
+3,149,204
17
$153M 1.03%
+5,504,886
18
$153M 1.03%
+13,296,782
19
$151M 1.02%
+2,328,862
20
$149M 1.01%
+3,801,829
21
$147M 1%
+1,737,598
22
$147M 1%
+1,284,224
23
$145M 0.98%
+2,093,549
24
$144M 0.98%
+7,991,961
25
$143M 0.97%
+4,255,443
1
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