PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
+8.07%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$760M
AUM Growth
+$49M
(+6.9%)
Cap. Flow
+$2.02M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
28.21%
Holding
254
New
28
Increased
76
Reduced
83
Closed
27
Top Buys
| 1 |
Home Depot
HD
|
$16.8M |
| 2 |
JPMorgan Chase
JPM
|
$14.8M |
| 3 |
United Airlines
UAL
|
$8.65M |
| 4 |
Simon Property Group
SPG
|
$7.48M |
| 5 |
EMC
EMC CORPORATION
EMC
|
$6.88M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$42.1M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$8.85M |
| 3 |
Lowe's Companies
LOW
|
$8.26M |
| 4 |
DuPont de Nemours
DD
|
$8.14M |
| 5 |
Marsh & McLennan
MMC
|
$7.63M |
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Financials | 13.4% |
| 3 | Industrials | 11.36% |
| 4 | Healthcare | 10.96% |
| 5 | Energy | 9.22% |
