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PL

Perpetual Ltd Portfolio holdings

AUM $6.52B
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
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
+$41.5M
2
+$31.2M
3
+$6.29M
4
SPG icon
Simon Property Group
SPG
+$3.87M
5
MXIM
Maxim Integrated Products
MXIM
+$2.86M

Top Sells

1
+$33.3M
2
+$5.91M
3
+$4.92M
4
JPM icon
JPMorgan Chase
JPM
+$4.9M
5
GS icon
Goldman Sachs
GS
+$4.27M

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
$38K 0.01%
+13,894
227
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-6,145
228
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-2,523
229
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-14,074
230
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-13,792
231
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-44,000
232
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-129,000
233
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-26,976
234
– –
-23,059
235
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-20,186
236
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-19,250
237
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-7,571
238
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-22,639
239
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-10,700
240
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-26,260
241
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-6,500
242
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-33,015
243
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-7,957
244
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245
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-9,913
246
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-12,681
247
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-7,430
248
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-14,820
249
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-76,775
6 7 8 9
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