PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.2M
3
+$8.88M
4
MCK icon
McKesson
MCK
+$6.32M
5
BITA
Bitauto Holdings Limited
BITA
+$5.97M

Top Sells

1
+$28.6M
2
+$12.5M
3
+$11.9M
4
NWS icon
News Corp Class B
NWS
+$10.9M
5
BABA icon
Alibaba
BABA
+$8.94M

Sector Composition

1 Real Estate 19.95%
2 Communication Services 17.09%
3 Consumer Discretionary 15.53%
4 Financials 10.99%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.69M 1.4%
67,669
-500
27
$9.3M 1.35%
56,423
-31,861
28
$7.82M 1.13%
102,272
-4,077
29
$6.87M 0.99%
433,144
+19,544
30
$6.27M 0.91%
21,606
-1,900
31
$5.67M 0.82%
98,514
-2,772
32
$5.37M 0.78%
119,322
-163,728
33
$5.29M 0.76%
38,100
-12,100
34
$5.27M 0.76%
422,165
-868,817
35
$5.27M 0.76%
80,409
+21,100
36
$4.96M 0.72%
25,166
+6,328
37
$4.4M 0.64%
135,511
+20,211
38
$3.84M 0.56%
91,076
39
$3.83M 0.55%
37,646
-4,354
40
$3.82M 0.55%
71,075
-165,100
41
$3.75M 0.54%
46,344
42
$3.68M 0.53%
26,319
43
$3.55M 0.51%
30,064
-700
44
$3.29M 0.48%
99,964
45
$3.14M 0.45%
78,020
46
$3.12M 0.45%
29,953
47
$2.69M 0.39%
56,680
48
$2.56M 0.37%
20,812
49
$2.46M 0.36%
20,520
-3,000
50
$2.42M 0.35%
30,473
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