PIM

Perpetual Investment Management Portfolio holdings

AUM $838M
1-Year Est. Return 6.74%
This Quarter Est. Return
1 Year Est. Return
-6.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.4M
3
+$6.94M
4
BIDU icon
Baidu
BIDU
+$5.71M
5
MA icon
Mastercard
MA
+$4.37M

Top Sells

1
+$11.2M
2
+$9.19M
3
+$8.05M
4
PRKS icon
United Parks & Resorts
PRKS
+$7.94M
5
USB icon
US Bancorp
USB
+$6.73M

Sector Composition

1 Healthcare 14.87%
2 Financials 14.6%
3 Technology 13.18%
4 Consumer Discretionary 11.82%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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246
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6 7 8 9
10