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
$1.22B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$14.8M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$11M
5
WFC icon
Wells Fargo
WFC
+$9.86M

Top Sells

1
+$16.4M
2
+$11.5M
3
+$8.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.65M
5
MRK icon
Merck
MRK
+$6.95M

Sector Composition

1 Technology 17.21%
2 Healthcare 12.99%
3 Financials 12.9%
4 Industrials 12.46%
5 Communication Services 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
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