PIM
Perpetual Investment Management Portfolio holdings
AUM
$838M
This Quarter Return
+4.71%
1 Year Return
-6.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$872M
AUM Growth
+$872M
(+10%)
Cap. Flow
+$48.4M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
24.88%
Holding
244
New
29
Increased
85
Reduced
43
Closed
15
Top Buys
| 1 |
Light & Wonder
LNW
|
$24.9M |
| 2 |
Allstate
ALL
|
$15.1M |
| 3 |
Air Products & Chemicals
APD
|
$12.3M |
| 4 |
WE
WeWork Inc.
WE
|
$7.14M |
| 5 |
Merck
MRK
|
$4.46M |
Top Sells
| 1 |
Oracle
ORCL
|
$11.8M |
| 2 |
Chubb
CB
|
$9.19M |
| 3 |
Icon
ICLR
|
$9.11M |
| 4 |
Euronet Worldwide
EEFT
|
$9M |
| 5 |
Fidelity National Financial
FNF
|
$8.25M |
Sector Composition
| 1 | Healthcare | 17.72% |
| 2 | Consumer Discretionary | 17.58% |
| 3 | Industrials | 11.37% |
| 4 | Financials | 11.28% |
| 5 | Technology | 9.93% |
