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
76
$917K 0.13%
5,277
77
$883K 0.13%
196,600
-36,000
78
$866K 0.13%
18,144
79
$813K 0.12%
4,862
80
$779K 0.11%
+6,283
81
$741K 0.11%
39,207
-53,600
82
$715K 0.1%
14,804
83
$688K 0.1%
9,252
84
$680K 0.1%
4,280
85
$669K 0.1%
10,749
86
$656K 0.09%
12,684
87
$651K 0.09%
22,871
-14,622
88
$630K 0.09%
2,300
89
$604K 0.09%
9,900
90
$590K 0.09%
5,561
91
$571K 0.08%
5,114
92
$548K 0.08%
1,825
93
$544K 0.08%
3,000
+900
94
$538K 0.08%
6,634
95
$528K 0.08%
9,797
96
$528K 0.08%
2,200
97
$527K 0.08%
14,200
98
$515K 0.07%
2,926
99
$514K 0.07%
6,700
100
$514K 0.07%
38,500
2 3
4
5 6