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
101
$2.59M 0.28%
107,700
+17,900
102
$2.44M 0.26%
+110,200
103
$2.43M 0.26%
27,320
+2,940
104
$2.37M 0.26%
51,590
-7,000
105
$2.36M 0.25%
+16,200
106
$2.31M 0.25%
+224,000
107
$2.29M 0.25%
85,130
+800
108
$2.25M 0.24%
24,500
+2,500
109
$2.23M 0.24%
250,250
+137,280
110
$2.22M 0.24%
228,600
-10,300
111
$2.22M 0.24%
17,211
+5,000
112
$2.19M 0.24%
+34,000
113
$2.16M 0.23%
47,500
+19,500
114
$2.13M 0.23%
164,500
+150,500
115
$2.1M 0.23%
11,753
+1,997
116
$2.08M 0.22%
49,663
-27,077
117
$2.01M 0.22%
106,700
+64,000
118
$1.99M 0.22%
63,580
+6,860
119
$1.96M 0.21%
33,674
+6,943
120
$1.92M 0.21%
16,213
+2,057
121
$1.81M 0.2%
+143,000
122
$1.81M 0.2%
31,312
-4,000
123
$1.69M 0.18%
65,661
+8,000
124
$1.45M 0.16%
18,927
-1,500
125
$1.43M 0.15%
22,411
-6,114
3 4
5
6 7