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
251
$1.84M 0.02%
+6,070
252
$1.84M 0.02%
+28,630
253
$1.82M 0.02%
+18,546
254
$1.79M 0.02%
+12,835
255
$1.78M 0.02%
+18,547
256
$1.78M 0.02%
+30,274
257
$1.75M 0.02%
+24,084
258
$1.73M 0.02%
+170,555
259
$1.73M 0.02%
+110,661
260
$1.71M 0.01%
+31,823
261
$1.7M 0.01%
+36,790
262
$1.68M 0.01%
+9,160
263
$1.68M 0.01%
+92,371
264
$1.66M 0.01%
+48,554
265
$1.65M 0.01%
+52,512
266
$1.63M 0.01%
+11,337
267
$1.59M 0.01%
+90,881
268
$1.59M 0.01%
+17,276
269
$1.59M 0.01%
+9,252
270
$1.58M 0.01%
+13,264
271
$1.57M 0.01%
+26,886
272
$1.55M 0.01%
+8,127
273
$1.53M 0.01%
+9,240
274
$1.52M 0.01%
+22,110
275
$1.51M 0.01%
+4,800
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