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PL

Perpetual Ltd Portfolio holdings

AUM $6.52B
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.06B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$114M
3
+$97.2M
4
CDW icon
CDW
CDW
+$80.3M
5
PM icon
Philip Morris
PM
+$56.9M

Top Sells

1
+$155M
2
+$141M
3
+$83.7M
4
FMX icon
Fomento Económico Mexicano
FMX
+$81.3M
5
SE icon
Sea Limited
SE
+$65.7M

Sector Composition

1 Technology 20.01%
2 Industrials 16.96%
3 Consumer Discretionary 11.6%
4 Financials 10.83%
5 Materials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$802K 0.01%
24,112
+3,490
277
$802K 0.01%
6,478
+2,309
278
$801K 0.01%
8,143
-1,667
279
$794K 0.01%
+5,604
280
$791K 0.01%
1,657
+357
281
$784K 0.01%
481,081
-348,009
282
$782K 0.01%
9,325
+712
283
$775K 0.01%
9,277
-8,104
284
$771K 0.01%
3,271
+353
285
$768K 0.01%
1,755
286
$762K 0.01%
1,554
+1,046
287
$762K 0.01%
3,548
+2
288
$754K 0.01%
10,770
-1,350
289
$745K 0.01%
1,592
+247
290
$743K 0.01%
2,578
-487
291
$736K 0.01%
+6,132
292
$728K 0.01%
9,837
+4,815
293
$714K 0.01%
5,779
294
$703K 0.01%
+29,707
295
$671K 0.01%
2,802
+880
296
$667K 0.01%
21,724
-106
297
$666K 0.01%
5,033
298
$663K 0.01%
29,710
-160
299
$658K 0.01%
5,088
300
$650K 0.01%
117,045
-10,000
10 11
12
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