PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
+3.08%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$8.28B
AUM Growth
-$238M
(-2.8%)
Cap. Flow
-$240M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
27.15%
Holding
446
New
37
Increased
121
Reduced
180
Closed
35
Top Buys
| 1 |
CME Group
CME
|
+$70.4M |
| 2 |
Cboe Global Markets
CBOE
|
+$67M |
| 3 |
StoneX
SNEX
|
+$64.7M |
| 4 |
Netflix
NFLX
|
+$64M |
| 5 |
Nutanix
NTNX
|
+$60.6M |
Top Sells
| 1 |
Ryanair
RYAAY
|
+$111M |
| 2 |
Microsoft
MSFT
|
+$85.5M |
| 3 |
Chart Industries
GTLS
|
+$83.8M |
| 4 |
Spotify
SPOT
|
+$83.3M |
| 5 |
Eli Lilly
LLY
|
+$75.8M |
Sector Composition
| 1 | Technology | 19.7% |
| 2 | Financials | 13.48% |
| 3 | Consumer Discretionary | 12.62% |
| 4 | Healthcare | 12.05% |
| 5 | Industrials | 10.97% |
