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
351
$833K 0.01%
+38,950
352
$831K 0.01%
+11,988
353
$826K 0.01%
+10,235
354
$820K 0.01%
+8,100
355
$787K 0.01%
+3,254
356
$784K 0.01%
+4,084
357
$754K 0.01%
+18,083
358
$733K 0.01%
+13,379
359
$710K 0.01%
+12,798
360
$710K 0.01%
+3,861
361
$689K 0.01%
+24,095
362
$680K 0.01%
+33,752
363
$678K 0.01%
+13,335
364
$671K 0.01%
+8,155
365
$663K 0.01%
+7,913
366
$659K 0.01%
+2,663
367
$653K 0.01%
+15,086
368
$640K 0.01%
+5,036
369
$639K 0.01%
+4,828
370
$637K 0.01%
+15,176
371
$636K 0.01%
+10,612
372
$623K 0.01%
+19,090
373
$611K 0.01%
+1,709
374
$603K 0.01%
+2,975
375
$599K 0.01%
+40,110
13 14
15
16 17