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
$1.07B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$33.1M
3
+$31.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.4M
5
AMZN icon
Amazon
AMZN
+$22.8M

Top Sells

1
+$15.9M
2
+$14M
3
+$13.4M
4
EQIX icon
Equinix
EQIX
+$10.7M
5
EQR icon
Equity Residential
EQR
+$10M

Sector Composition

1 Technology 20.44%
2 Healthcare 14.84%
3 Financials 14.18%
4 Consumer Discretionary 12.77%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.01M 0.56%
61,255
-4,748
52
$5.99M 0.56%
195,802
53
$5.99M 0.56%
535,115
+46,212
54
$5.73M 0.54%
246,546
55
$5.72M 0.54%
40,185
56
$5.54M 0.52%
175,390
+29,550
57
$5.4M 0.5%
97,348
+7,958
58
$5.34M 0.5%
107,045
59
$5.24M 0.49%
335,530
+123,310
60
$5.22M 0.49%
30,778
61
$5.17M 0.48%
86,654
62
$5.12M 0.48%
+34,190
63
$5.02M 0.47%
83,624
+18,564
64
$5.02M 0.47%
57,729
-6,159
65
$4.95M 0.46%
548,012
+90,929
66
$4.83M 0.45%
20,186
-15,864
67
$4.67M 0.44%
300,840
+31,060
68
$4.62M 0.43%
24,309
69
$4.59M 0.43%
+50,280
70
$4.37M 0.41%
168,819
+9,273
71
$4.35M 0.41%
61,340
72
$4.3M 0.4%
81,679
-22,777
73
$4.28M 0.4%
6,859
+313
74
$4.2M 0.39%
115,486
+12,853
75
$4.2M 0.39%
164,046
+66,114
1 2
3
4 5