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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
$760M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13.9M
3
+$8.01M
4
SPG icon
Simon Property Group
SPG
+$7.53M
5
MXIM
Maxim Integrated Products
MXIM
+$6.88M

Top Sells

1
+$42.2M
2
+$8.85M
3
+$8.26M
4
DD icon
DuPont de Nemours
DD
+$7.42M
5
MRSH
Marsh
MRSH
+$7.31M

Sector Composition

1 Technology 20.25%
2 Financials 13.4%
3 Industrials 11.36%
4 Healthcare 10.96%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.01%
700
227
$22K ﹤0.01%
13,894
228
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-74,505
229
– –
-25,728
230
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-9,000
231
– –
-6,368
232
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-28,663
233
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-1,012
234
– –
-59,500
235
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-10,428
236
– –
-173,400
237
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-10,000
238
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239
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-42,964
240
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-24,142
241
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-234,300
242
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-20,923
243
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-43,418
244
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-9,825
245
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-2,571
246
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-87,572
247
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-12,016
248
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-81,200
249
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-8,390
250
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-3,482
7 8 9
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