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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
326
$526K 0.01%
5,871
+960
327
$522K 0.01%
+9,078
328
$519K 0.01%
3,686
329
$517K 0.01%
6,855
-4,049
330
$517K 0.01%
4,581
+84
331
$503K 0.01%
+6,131
332
$496K 0.01%
7,940
-4,821
333
$490K 0.01%
1,375
+19
334
$490K 0.01%
6,711
+611
335
$477K 0.01%
409
+75
336
$468K 0.01%
20,974
+3,440
337
$460K 0.01%
4,015
+715
338
$453K 0.01%
+3,517
339
$444K 0.01%
+6,271
340
$426K 0.01%
1,284
+328
341
$426K 0.01%
2,825
-870
342
$422K 0.01%
6,677
343
$421K 0.01%
+14,875
344
$416K 0.01%
3,363
-2,882
345
$405K 0.01%
1,170
-145
346
$399K ﹤0.01%
1,750
+730
347
$393K ﹤0.01%
+6,202
348
$390K ﹤0.01%
9,755
349
$386K ﹤0.01%
1,565
-339,465
350
$384K ﹤0.01%
6,782
12 13
14
15 16