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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
451
– –
-2,600
452
– –
-27,901
453
– –
-183,622
454
– –
-35,733
455
– –
-3,300
456
– –
-7,250
457
– –
-3,600
15 16 17 18
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