PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
+6.01%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$11.7B
AUM Growth
+$104M
(+0.9%)
Cap. Flow
-$457M
Cap. Flow
% of AUM
-3.91%
Top 10 Holdings %
Top 10 Hldgs %
26.62%
Holding
528
New
33
Increased
176
Reduced
199
Closed
68
Top Buys
| 1 |
Linde
LIN
|
$386M |
| 2 |
PTC
PTC
|
$65.7M |
| 3 |
Fomento Económico Mexicano
FMX
|
$42.2M |
| 4 |
ATS Corp
ATS
|
$37M |
| 5 |
Progressive
PGR
|
$35.4M |
Top Sells
| 1 |
Icon
ICLR
|
$201M |
| 2 |
United Rentals
URI
|
$98.1M |
| 3 |
AGCO
AGCO
|
$91.4M |
| 4 |
Danaher
DHR
|
$83.2M |
| 5 |
UBS Group
UBS
|
$82M |
Sector Composition
| 1 | Technology | 18.46% |
| 2 | Healthcare | 17.59% |
| 3 | Industrials | 15.5% |
| 4 | Financials | 11.96% |
| 5 | Utilities | 7.41% |
