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
$11.6B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$396M
2 +$347M
3 +$313M
4
SHEL icon
Shell
SHEL
+$289M
5
GXO icon
GXO Logistics
GXO
+$269M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.31%
2 Technology 18%
3 Industrials 16.01%
4 Financials 12.71%
5 Utilities 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$223K ﹤0.01%
+3,855
477
$222K ﹤0.01%
+3,500
478
$222K ﹤0.01%
+4,350
479
$222K ﹤0.01%
+724
480
$219K ﹤0.01%
+2,164
481
$217K ﹤0.01%
+3,497
482
$216K ﹤0.01%
+3,200
483
$215K ﹤0.01%
+2,600
484
$213K ﹤0.01%
+461
485
$212K ﹤0.01%
+769
486
$210K ﹤0.01%
+2,200
487
$207K ﹤0.01%
+1,242
488
$205K ﹤0.01%
+9,434
489
$202K ﹤0.01%
+980
490
$124K ﹤0.01%
+77,237
491
$102K ﹤0.01%
+15,075
492
$70K ﹤0.01%
+34,000
493
$44.5K ﹤0.01%
+10,393
494
$36.3K ﹤0.01%
+750
495
$26.4K ﹤0.01%
+48,480