PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.72%
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$96.1M
3
+$87.1M
4
VKTX icon
Viking Therapeutics
VKTX
+$78.6M
5
CBOE icon
Cboe Global Markets
CBOE
+$74.9M

Top Sells

1
+$111M
2
+$82.9M
3
+$79.7M
4
CRH icon
CRH
CRH
+$75M
5
ADBE icon
Adobe
ADBE
+$70.7M

Sector Composition

1 Technology 21.43%
2 Healthcare 16.94%
3 Financials 14.35%
4 Materials 11.63%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$271K ﹤0.01%
+1,178
402
$270K ﹤0.01%
2,600
403
$270K ﹤0.01%
1,384
+33
404
$263K ﹤0.01%
3,833
-651
405
$257K ﹤0.01%
1,038
-140,872
406
$253K ﹤0.01%
2,080
407
$251K ﹤0.01%
11,335
408
$251K ﹤0.01%
996
409
$247K ﹤0.01%
1,200
410
$242K ﹤0.01%
532
-7
411
$237K ﹤0.01%
+840
412
$236K ﹤0.01%
+2,475
413
$233K ﹤0.01%
1,175
414
$229K ﹤0.01%
+3,963
415
$225K ﹤0.01%
2,550
-47
416
$223K ﹤0.01%
+743
417
$222K ﹤0.01%
2,300
418
$221K ﹤0.01%
+894
419
$220K ﹤0.01%
23,254
420
$220K ﹤0.01%
461
421
$217K ﹤0.01%
+944
422
$217K ﹤0.01%
3,600
-1,374,305
423
$216K ﹤0.01%
+1,142
424
$213K ﹤0.01%
2,250
-149
425
$211K ﹤0.01%
+4,510
15 16
17
18 19