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
301
$1.2M 0.01%
+6,191
302
$1.2M 0.01%
+24,414
303
$1.2M 0.01%
+18,756
304
$1.19M 0.01%
+2,986
305
$1.19M 0.01%
+3,845
306
$1.18M 0.01%
+24,060
307
$1.16M 0.01%
+39,977
308
$1.16M 0.01%
+18,940
309
$1.16M 0.01%
+5,953
310
$1.15M 0.01%
+63,340
311
$1.15M 0.01%
+59,280
312
$1.13M 0.01%
+21,230
313
$1.11M 0.01%
+45,000
314
$1.11M 0.01%
+5,255
315
$1.1M 0.01%
+21,919
316
$1.1M 0.01%
+9,870
317
$1.09M 0.01%
+6,581
318
$1.08M 0.01%
+18,283
319
$1.08M 0.01%
+12,312
320
$1.07M 0.01%
+18,508
321
$1.06M 0.01%
+17,966
322
$1.06M 0.01%
+30,280
323
$1.05M 0.01%
+8,645
324
$1.05M 0.01%
+4,831
325
$1.05M 0.01%
+19,410
11 12
13
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