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
$789M
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$23.2M
3
+$11.7M
4
EEFT icon
Euronet Worldwide
EEFT
+$9.88M
5
OPEN icon
Opendoor
OPEN
+$9.51M

Top Sells

1
+$8.74M
2
+$7.41M
3
+$6.94M
4
NWSA icon
News Corp Class A
NWSA
+$6.9M
5
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$6.46M

Sector Composition

1 Healthcare 17.97%
2 Consumer Discretionary 14.99%
3 Financials 13.09%
4 Technology 12.54%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.17M 0.4%
10,818
+618
77
$3.16M 0.4%
31,112
78
$3.15M 0.4%
58,185
+4,543
79
$3.13M 0.4%
4,195
+328
80
$3.09M 0.39%
11,409
+891
81
$3.09M 0.39%
38,312
+10,992
82
$3.03M 0.38%
51,444
83
$3.02M 0.38%
12,615
+944
84
$3.01M 0.38%
27,294
+1,634
85
$2.98M 0.38%
55,810
+3,766
86
$2.96M 0.37%
36,490
+12,190
87
$2.94M 0.37%
18,219
88
$2.75M 0.35%
59,256
-19,200
89
$2.74M 0.35%
21,838
+1,307
90
$2.73M 0.35%
15,787
+1,186
91
$2.67M 0.34%
54,148
+4,229
92
$2.66M 0.34%
130,468
93
$2.61M 0.33%
60,623
94
$2.6M 0.33%
12,465
+858
95
$2.58M 0.33%
12,406
96
$2.57M 0.33%
17,338
+1,354
97
$2.35M 0.3%
+32,300
98
$2.35M 0.3%
21,800
99
$2.35M 0.3%
14,980
+5,170
100
$2.22M 0.28%
15,853
2 3
4
5 6