PL
Perpetual Ltd Portfolio holdings
AUM
$8.06B
1-Year Est. Return
27.79%
1 Year Est. Return
+27.79%
AUM
$8.06B
AUM Growth
-$464M
(-5.4%)
Holding
457
Top Buys
| 1 | +$130M | |
| 2 | +$119M | |
| 3 | +$108M | |
| 4 |
CDW
CDW
|
+$75.3M |
| 5 |
Philip Morris
PM
|
+$54.8M |
Top Sells
| 1 | +$171M | |
| 2 | +$141M | |
| 3 | +$86.2M | |
| 4 |
Progressive
PGR
|
+$83.8M |
| 5 |
Sea Limited
SE
|
+$68.5M |
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 | |
|---|---|---|---|---|---|---|
451
Tradeweb Markets
TW
$23B
| – | – |
-394,969
|
|
||
452
United Airlines
UAL
$33.9B
| – | – |
-3,994
|
|
||
453
US Bancorp
USB
$79.9B
| – | – |
-7,971
|
|
||
454
Vertex Pharmaceuticals
VRTX
$116B
| – | – |
-679
|
|
||
455
WEC Energy
WEC
$34.6B
| – | – |
-1,943
|
|
||
456
Zoetis
ZTS
$53.1B
| – | – |
-1,300
|
|
||
|
WAY
457
Waystar Holding Corp
WAY
$6.77B
| – | – |
-11,061
|
|