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
$888M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$38.8M
2 +$28.3M
3 +$25.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.5M
5
VZ icon
Verizon
VZ
+$16.8M

Top Sells

1 +$13M
2 +$12.3M
3 +$8.81M
4
CSCO icon
Cisco
CSCO
+$8.73M
5
MXIM
Maxim Integrated Products
MXIM
+$8.55M

Sector Composition

1 Financials 12.64%
2 Consumer Discretionary 12.19%
3 Technology 11.73%
4 Real Estate 11.05%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-43,409