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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
351
$383K ﹤0.01%
857
-101,199
352
$382K ﹤0.01%
4,778
-1,169
353
$376K ﹤0.01%
168,569
-1,146,522
354
$372K ﹤0.01%
3,808
+1,692
355
$368K ﹤0.01%
+16,045
356
$359K ﹤0.01%
1,811
-502
357
$357K ﹤0.01%
2,624
-706
358
$351K ﹤0.01%
10,755
+1,711
359
$344K ﹤0.01%
1,065
-397
360
$332K ﹤0.01%
+1,322
361
$330K ﹤0.01%
1,940
-872
362
$317K ﹤0.01%
3,536
-2,638
363
$300K ﹤0.01%
7,049
-2,804
364
$299K ﹤0.01%
2,961
-61
365
$297K ﹤0.01%
311
+42
366
$292K ﹤0.01%
+5,963
367
$291K ﹤0.01%
36,730
-200
368
$288K ﹤0.01%
+1,540
369
$281K ﹤0.01%
2,639
-1,029
370
$276K ﹤0.01%
23,057
-29,743
371
$270K ﹤0.01%
1,890
+144
372
$265K ﹤0.01%
2,366
-1,334
373
$264K ﹤0.01%
4,874
-9,106
374
$261K ﹤0.01%
+822
375
$259K ﹤0.01%
2,137
-281
13 14
15
16 17