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
$8.52B
AUM Growth
-$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$213M
3
+$94M
4
CSX icon
CSX Corp
CSX
+$83.3M
5
PYPL icon
PayPal
PYPL
+$79.9M

Top Sells

1
+$227M
2
+$112M
3
+$99.7M
4
APP icon
Applovin
APP
+$86.4M
5
HSIC icon
Henry Schein
HSIC
+$83.8M

Sector Composition

1 Technology 22.88%
2 Consumer Discretionary 13.27%
3 Industrials 12.89%
4 Financials 11.97%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$286K ﹤0.01%
1,746
377
$285K ﹤0.01%
9,292
-5,323
378
$285K ﹤0.01%
2,803
-2,700
379
$281K ﹤0.01%
+4,296
380
$280K ﹤0.01%
945
+1
381
$263K ﹤0.01%
4,624
-83
382
$262K ﹤0.01%
+6,786
383
$260K ﹤0.01%
5,405
384
$259K ﹤0.01%
1,004
385
$257K ﹤0.01%
1,142
386
$256K ﹤0.01%
23,782
-4,474
387
$255K ﹤0.01%
1,200
388
$252K ﹤0.01%
1,800
389
$252K ﹤0.01%
3,300
390
$251K ﹤0.01%
2,100
391
$238K ﹤0.01%
1,079
-17
392
$237K ﹤0.01%
984
393
$234K ﹤0.01%
3,460
+10
394
$233K ﹤0.01%
4,331
395
$232K ﹤0.01%
+1,394
396
$230K ﹤0.01%
+3,501
397
$229K ﹤0.01%
619
+6
398
$223K ﹤0.01%
+2,664
399
$222K ﹤0.01%
1,881
400
$220K ﹤0.01%
3,600
14 15
16
17 18