PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$347M
3
+$313M
4
SHEL icon
Shell
SHEL
+$289M
5
GXO icon
GXO Logistics
GXO
+$269M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.31%
2 Technology 18%
3 Industrials 16.01%
4 Financials 12.71%
5 Utilities 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.43M 0.02%
+44,078
227
$2.42M 0.02%
+55,730
228
$2.41M 0.02%
+8,164
229
$2.41M 0.02%
+27,379
230
$2.4M 0.02%
+111,750
231
$2.4M 0.02%
+21,450
232
$2.38M 0.02%
+27,794
233
$2.25M 0.02%
+48,042
234
$2.23M 0.02%
+26,858
235
$2.22M 0.02%
+14,953
236
$2.21M 0.02%
+26,207
237
$2.14M 0.02%
+20,569
238
$2.13M 0.02%
+11,683
239
$2.09M 0.02%
+15,605
240
$2.08M 0.02%
+3,719
241
$2.07M 0.02%
+3,046
242
$2.07M 0.02%
+12,720
243
$2.02M 0.02%
+9,756
244
$1.96M 0.02%
+9,850
245
$1.95M 0.02%
+53,131
246
$1.9M 0.02%
+18,840
247
$1.88M 0.02%
+42,110
248
$1.86M 0.02%
+57,096
249
$1.86M 0.02%
+8,900
250
$1.85M 0.02%
+44,980
8 9
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