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
276
$1.45M 0.01%
+51,040
277
$1.43M 0.01%
+16,892
278
$1.41M 0.01%
+14,162
279
$1.4M 0.01%
+19,564
280
$1.38M 0.01%
+75,536
281
$1.38M 0.01%
+46,098
282
$1.37M 0.01%
+51,900
283
$1.36M 0.01%
+7,397
284
$1.35M 0.01%
+38,400
285
$1.34M 0.01%
+17,344
286
$1.33M 0.01%
+13,000
287
$1.32M 0.01%
+3,858
288
$1.31M 0.01%
+317,888
289
$1.3M 0.01%
+41,580
290
$1.28M 0.01%
+15,107
291
$1.28M 0.01%
+19,708
292
$1.27M 0.01%
+39,195
293
$1.26M 0.01%
+5,539
294
$1.25M 0.01%
+10,156
295
$1.25M 0.01%
+13,900
296
$1.22M 0.01%
+24,772
297
$1.22M 0.01%
+28,085
298
$1.22M 0.01%
+69,719
299
$1.21M 0.01%
+12,335
300
$1.21M 0.01%
+708,557
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