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
$926M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$5.19M
3
+$4.9M
4
EBAY icon
eBay
EBAY
+$4.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.91M

Top Sells

1
+$178M
2
+$11.1M
3
+$4.82M
4
UNH icon
UnitedHealth
UNH
+$4.8M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$4.57M

Sector Composition

1 Communication Services 19.19%
2 Technology 14.6%
3 Financials 11.51%
4 Healthcare 9.89%
5 Real Estate 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.51M 0.59%
106,430
+22,816
52
$5.5M 0.59%
141,010
-12,840
53
$5.49M 0.59%
77,595
+16,709
54
$5.33M 0.58%
44,860
+4,840
55
$5.32M 0.57%
76,920
+8,300
56
$5.27M 0.57%
187,863
-11,594
57
$5.27M 0.57%
99,531
-26,635
58
$5.21M 0.56%
368,760
+346,500
59
$5.21M 0.56%
171,403
-15,597
60
$5.21M 0.56%
221,484
-20,156
61
$5.19M 0.56%
75,848
+8,140
62
$5.12M 0.55%
54,948
-1,500
63
$4.98M 0.54%
59,490
+6,420
64
$4.97M 0.54%
52,798
-14,680
65
$4.82M 0.52%
107,570
+11,600
66
$4.81M 0.52%
57,478
-2,000
67
$4.74M 0.51%
101,242
-102,998
68
$4.62M 0.5%
97,680
+10,540
69
$4.37M 0.47%
47,418
+24,529
70
$4.23M 0.46%
53,103
+1,500
71
$4.2M 0.45%
98,529
-153
72
$4.17M 0.45%
105,000
+55,000
73
$3.96M 0.43%
66,573
+500
74
$3.88M 0.42%
32,031
-28,809
75
$3.76M 0.41%
10,180
+5,350
1 2
3
4 5