PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.2M
3
+$8.88M
4
MCK icon
McKesson
MCK
+$6.32M
5
BITA
Bitauto Holdings Limited
BITA
+$5.97M

Top Sells

1
+$28.6M
2
+$12.5M
3
+$11.9M
4
NWS icon
News Corp Class B
NWS
+$10.9M
5
BABA icon
Alibaba
BABA
+$8.94M

Sector Composition

1 Real Estate 19.95%
2 Communication Services 17.09%
3 Consumer Discretionary 15.53%
4 Financials 10.99%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.35%
+72,043
52
$2.19M 0.32%
92,337
53
$2.18M 0.32%
21,517
+394
54
$2.11M 0.31%
45,038
55
$2.09M 0.3%
189,880
-54,000
56
$1.96M 0.28%
15,965
57
$1.76M 0.25%
32,589
58
$1.43M 0.21%
12,861
+2,000
59
$1.38M 0.2%
25,656
60
$1.38M 0.2%
20,800
61
$1.3M 0.19%
6,854
62
$1.23M 0.18%
26,970
-7,000
63
$1.22M 0.18%
4,914
64
$1.21M 0.17%
6,298
65
$1.2M 0.17%
83,697
-4,946
66
$1.19M 0.17%
8,845
67
$1.13M 0.16%
2,972
68
$1.13M 0.16%
12,456
69
$1.12M 0.16%
34,356
70
$1.07M 0.16%
16,500
71
$1.07M 0.15%
5,640
72
$1.06M 0.15%
8,200
73
$1.06M 0.15%
37,600
74
$1.05M 0.15%
26,214
75
$936K 0.14%
10,400
1 2
3
4 5