PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.72%
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$8.63M
2 +$8.54M
3 +$7.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.57M
5
EBAY icon
eBay
EBAY
+$5.56M

Top Sells

1 +$32.4M
2 +$17.8M
3 +$9.96M
4
HD icon
Home Depot
HD
+$8.7M
5
BHI
Baker Hughes
BHI
+$8.59M

Sector Composition

1 Technology 15.9%
2 Financials 14.03%
3 Healthcare 12.39%
4 Energy 10.12%
5 Real Estate 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-20,602
252
-2,945
253
-38,765
254
-24,465
255
-4,758
256
-17,836
257
-23,140
258
-18,489