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
$11.7B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$65.7M
3 +$42.2M
4
ATS icon
ATS Corp
ATS
+$37M
5
PGR icon
Progressive
PGR
+$35.4M

Top Sells

1 +$201M
2 +$98.1M
3 +$91.4M
4
DHR icon
Danaher
DHR
+$83.2M
5
UBS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-675,998
527
-2,792
528
-3,000