PL
Perpetual Ltd Portfolio holdings
AUM
$6.91B
1-Year Est. Return
29.78%
This Fund
S&P 500
1 Year Est. Return
+29.78%
AUM
$6.91B
AUM Growth
-$1.14B
(-14%)
Holding
476
Top Buys
| 1 | +$175M | |
| 2 | +$94.8M | |
| 3 | +$47.7M | |
| 4 |
GE HealthCare
GEHC
|
+$37.7M |
| 5 |
LPL Financial
LPLA
|
+$36.2M |
Top Sells
| 1 | +$157M | |
| 2 | +$130M | |
| 3 | +$112M | |
| 4 |
Check Point Software Technologies
CHKP
|
+$98.4M |
| 5 |
Oracle
ORCL
|
+$87.1M |
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Industrials | 14.57% |
| 3 | Materials | 13.96% |
| 4 | Financials | 12.31% |
| 5 | Utilities | 10.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
US Foods
USFD
$18.7B
| – | – |
-2,713
|
|