PL

Perpetual Ltd Portfolio holdings

AUM $6.91B
1-Year Est. Return 29.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$31.9M
3
+$6.7M
4
SPG icon
Simon Property Group
SPG
+$3.72M
5
MXIM
Maxim Integrated Products
MXIM
+$3M

Top Sells

1
+$34.7M
2
+$5.64M
3
+$4.92M
4
JPM icon
JPMorgan Chase
JPM
+$4.72M
5
GS icon
Goldman Sachs
GS
+$4.19M

Sector Composition

1 Technology 17.69%
2 Healthcare 12.61%
3 Financials 11.75%
4 Industrials 11.28%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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