PL
Perpetual Ltd Portfolio holdings
AUM
$8.06B
1-Year Est. Return
27.79%
1 Year Est. Return
+27.79%
AUM
$8.52B
AUM Growth
+$240M
(+2.9%)
Holding
456
Top Buys
| 1 | +$107M | |
| 2 | +$73.2M | |
| 3 | +$62.5M | |
| 4 |
Coinbase
COIN
|
+$62.3M |
| 5 |
Tradeweb Markets
TW
|
+$57.8M |
Top Sells
| 1 | +$197M | |
| 2 | +$133M | |
| 3 | +$109M | |
| 4 |
UnitedHealth
UNH
|
+$93M |
| 5 |
Mercado Libre
MELI
|
+$87.9M |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Industrials | 14.85% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 13.19% |
| 5 | Materials | 8.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Tyson Foods
TSN
$19.9B
| $1.28M | 0.02% |
+22,832
|
|
||
227
Lockheed Martin
LMT
$104B
| $1.26M | 0.01% |
2,717
+1,592
|
|
||
228
AstraZeneca
AZN
$280B
| $1.25M | 0.01% |
17,946
-5,821
|
|
||
229
Brookfield
BN
$106B
| $1.25M | 0.01% |
30,197
-2,250
|
|
||
230
Intuit
INTU
$187B
| $1.21M | 0.01% |
1,539
-33
|
|
||
231
PagSeguro Digital
PAGS
$3.04B
| $1.21M | 0.01% |
125,437
-147,304
|
|
||
232
Enel Chile
ENIC
$5.35B
| $1.18M | 0.01% |
+325,219
|
|
||
233
Eli Lilly
LLY
$907B
| $1.17M | 0.01% |
1,500
+100
|
|
||
234
Northrop Grumman
NOC
$78B
| $1.12M | 0.01% |
2,239
-2,757
|
|
||
235
Shell
SHEL
$212B
| $1.12M | 0.01% |
15,839
+200
|
|
||
236
TotalEnergies
TTE
$142B
| $1.1M | 0.01% |
17,901
-116
|
|
||
237
McKesson
MCK
$100B
| $1.06M | 0.01% |
1,444
-957
|
|
||
238
Comcast
CMCSA
$101B
| $1.05M | 0.01% |
29,483
-57,448
|
|
||
239
Brixmor Property Group
BRX
$7.73B
| $1.04M | 0.01% |
40,000
-3,060
|
|
||
240
Charles Schwab
SCHW
$170B
| $1.03M | 0.01% |
11,277
-172
|
|
||
241
Cigna
CI
$71.7B
| $1.01M | 0.01% |
3,065
+1,117
|
|
||
242
Iron Mountain
IRM
$25.2B
| $1.01M | 0.01% |
9,820
-750
|
|
||
243
Abbott
ABT
$218B
| $1.01M | 0.01% |
7,400
-2,500
|
|
||
244
PG&E
PCG
$33.6B
| $988K | 0.01% |
+70,902
|
|
||
245
Walmart
WMT
$920B
| $973K | 0.01% |
9,956
-16,341
|
|
||
246
Workday
WDAY
$58.2B
| $966K | 0.01% |
+4,027
|
|
||
247
Lam Research
LRCX
$200B
| $958K | 0.01% |
9,840
+763
|
|
||
248
VeriSign
VRSN
$23.2B
| $948K | 0.01% |
+3,283
|
|
||
249
Federal Signal
FSS
$6.74B
| $943K | 0.01% |
8,862
+2
|
|
||
250
PACCAR
PCAR
$57.6B
| $933K | 0.01% |
9,810
-452
|
|