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
326
$1.03M 0.01%
+30,274
327
$1.03M 0.01%
+7,856
328
$1.03M 0.01%
+22,444
329
$997K 0.01%
+2,109
330
$983K 0.01%
+8,577
331
$980K 0.01%
+5,126
332
$971K 0.01%
+23,766
333
$957K 0.01%
+39,002
334
$954K 0.01%
+13,687
335
$946K 0.01%
+12,279
336
$940K 0.01%
+11,677
337
$932K 0.01%
+2,862
338
$920K 0.01%
+11,745
339
$911K 0.01%
+5,520
340
$905K 0.01%
+36,410
341
$904K 0.01%
+56,744
342
$897K 0.01%
+45,683
343
$894K 0.01%
+14,980
344
$874K 0.01%
+31,600
345
$872K 0.01%
+9,064
346
$867K 0.01%
+27,685
347
$847K 0.01%
+29,600
348
$844K 0.01%
+3,693
349
$841K 0.01%
+7,083
350
$834K 0.01%
+6,183
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