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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
376
$255K ﹤0.01%
1,492
-792
377
$251K ﹤0.01%
7,684
-12,016
378
$250K ﹤0.01%
6,390
-2,143
379
$248K ﹤0.01%
15,267
-9,474
380
$248K ﹤0.01%
3,756
-459,861
381
$247K ﹤0.01%
6,039
-1,350
382
$245K ﹤0.01%
1,270
-430
383
$237K ﹤0.01%
2,463
-1,920
384
$231K ﹤0.01%
5,063
-25,134
385
$231K ﹤0.01%
7,181
-17,522
386
$227K ﹤0.01%
1,130
-1,623
387
$226K ﹤0.01%
8,293
-1,991
388
$225K ﹤0.01%
3,320
-1,140
389
$225K ﹤0.01%
765
-667
390
$220K ﹤0.01%
2,697
-186
391
$219K ﹤0.01%
2,010
-461
392
$219K ﹤0.01%
+478
393
$216K ﹤0.01%
1,102
-222
394
$214K ﹤0.01%
+991
395
$214K ﹤0.01%
1,200
-414
396
$208K ﹤0.01%
2,713
-161
397
$202K ﹤0.01%
+778
398
$201K ﹤0.01%
+669
399
$181K ﹤0.01%
10,040
-14,180
400
$52.8K ﹤0.01%
10,393
14 15
16
17 18