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
$926M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$5.19M
3
+$4.9M
4
EBAY icon
eBay
EBAY
+$4.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.91M

Top Sells

1
+$178M
2
+$11.1M
3
+$4.82M
4
UNH icon
UnitedHealth
UNH
+$4.8M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$4.57M

Sector Composition

1 Communication Services 19.19%
2 Technology 14.6%
3 Financials 11.51%
4 Healthcare 9.89%
5 Real Estate 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.36M 0.9%
125,798
-1,066
27
$8.23M 0.89%
160,837
-14,676
28
$8.22M 0.89%
120,280
-11,170
29
$8.19M 0.88%
279,954
-68,296
30
$8.09M 0.87%
57,350
+15,095
31
$7.9M 0.85%
56,218
-6,554
32
$7.88M 0.85%
309,042
+73,317
33
$7.77M 0.84%
385,167
-92,663
34
$7.66M 0.83%
62,362
-5,383
35
$7.43M 0.8%
89,127
+3,000
36
$7.33M 0.79%
22,319
+6,019
37
$7.08M 0.76%
525,114
-47,086
38
$6.9M 0.75%
183,122
-7,988
39
$6.87M 0.74%
131,313
-11,867
40
$6.65M 0.72%
311,576
+20,690
41
$6.57M 0.71%
174,789
-15,881
42
$6.4M 0.69%
113,552
-9,169
43
$6.33M 0.68%
122,103
-17,419
44
$6.24M 0.67%
+65,840
45
$6.02M 0.65%
61,398
+5,681
46
$5.92M 0.64%
111,072
+3,260
47
$5.92M 0.64%
59,000
+2,000
48
$5.65M 0.61%
118,039
-9,819
49
$5.65M 0.61%
319,788
-29,042
50
$5.52M 0.6%
88,121
-5,110
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