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
76
$4.08M 0.38%
79,884
+43,812
77
$4.07M 0.38%
25,950
+6,484
78
$4.05M 0.38%
109,961
+71,979
79
$3.89M 0.36%
+37,340
80
$3.82M 0.36%
202,763
81
$3.75M 0.35%
286,000
+33,552
82
$3.68M 0.34%
61,307
83
$3.67M 0.34%
52,254
84
$3.56M 0.33%
26,444
-4,084
85
$3.47M 0.32%
60,288
86
$3.47M 0.32%
43,700
87
$3.45M 0.32%
66,618
88
$3.39M 0.32%
47,093
+3,970
89
$3.37M 0.32%
+76,019
90
$3.29M 0.31%
+23,419
91
$3.29M 0.31%
58,075
92
$3.26M 0.3%
+121,526
93
$3.15M 0.29%
145,623
-12,398
94
$3.04M 0.28%
43,310
95
$2.93M 0.27%
197,179
+105,895
96
$2.92M 0.27%
90,320
+6,000
97
$2.85M 0.27%
+29,023
98
$2.83M 0.26%
216,322
-55,251
99
$2.75M 0.26%
91,030
100
$2.72M 0.25%
53,773
-30,449
2 3
4
5 6