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
$1.07B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$33.1M
3
+$31.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.4M
5
AMZN icon
Amazon
AMZN
+$22.8M

Top Sells

1
+$15.9M
2
+$14M
3
+$13.4M
4
EQIX icon
Equinix
EQIX
+$10.7M
5
EQR icon
Equity Residential
EQR
+$10M

Sector Composition

1 Technology 20.44%
2 Healthcare 14.84%
3 Financials 14.18%
4 Consumer Discretionary 12.77%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.69M 0.81%
34,263
-5,345
27
$8.59M 0.8%
904,800
-367,600
28
$8.59M 0.8%
253,754
29
$8.45M 0.79%
164,070
+21,390
30
$8.33M 0.78%
43,105
-2,313
31
$8.09M 0.76%
119,370
+64,280
32
$8.07M 0.75%
27,300
+3,300
33
$7.8M 0.73%
+264,272
34
$7.76M 0.73%
26,740
-10,170
35
$7.64M 0.71%
57,002
+2,884
36
$7.51M 0.7%
20,585
+3,495
37
$7.43M 0.69%
301,640
38
$7.34M 0.69%
14,395
39
$7.31M 0.68%
51,510
+3,840
40
$7.15M 0.67%
183,447
+44,685
41
$6.87M 0.64%
167,948
-43,695
42
$6.71M 0.63%
97,140
43
$6.52M 0.61%
71,310
+12,062
44
$6.44M 0.6%
25,619
+3,321
45
$6.41M 0.6%
34,192
46
$6.39M 0.6%
+481,347
47
$6.25M 0.58%
137,241
+44,336
48
$6.25M 0.58%
26,640
-7,104
49
$6.21M 0.58%
97,681
+1,065
50
$6.08M 0.57%
133,630
-15,009
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