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
$10.2B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$96.1M
3
+$87.1M
4
VKTX icon
Viking Therapeutics
VKTX
+$78.6M
5
CBOE icon
Cboe Global Markets
CBOE
+$74.9M

Top Sells

1
+$111M
2
+$82.9M
3
+$79.7M
4
CRH icon
CRH
CRH
+$75M
5
ADBE icon
Adobe
ADBE
+$70.7M

Sector Composition

1 Technology 21.43%
2 Healthcare 16.94%
3 Financials 14.35%
4 Materials 11.63%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.36M 0.01%
+37,381
252
$1.32M 0.01%
84,280
+36,430
253
$1.32M 0.01%
10,232
-1,580
254
$1.3M 0.01%
5,017
-103
255
$1.29M 0.01%
17,115
+13,065
256
$1.27M 0.01%
11,123
-8,141
257
$1.26M 0.01%
16,110
+2,673
258
$1.26M 0.01%
4,100
259
$1.26M 0.01%
9,734
+3,563
260
$1.25M 0.01%
18,323
+537
261
$1.25M 0.01%
8,407
+486
262
$1.24M 0.01%
2,730
-249
263
$1.2M 0.01%
+18,450
264
$1.2M 0.01%
4,354
-925
265
$1.2M 0.01%
23,228
-7,691
266
$1.19M 0.01%
9,642
267
$1.18M 0.01%
6,939
-828
268
$1.16M 0.01%
3,627
+739
269
$1.16M 0.01%
4,409
+2,716
270
$1.13M 0.01%
24,256
+7,116
271
$1.12M 0.01%
26,070
-8,985
272
$1.11M 0.01%
77,760
+5,175
273
$1.11M 0.01%
16,104
+3,467
274
$1.1M 0.01%
15,542
-8,092
275
$1.07M 0.01%
7,365
+5,939
9 10
11
12 13