PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
+18.22%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$691M
AUM Growth
+$25.2M
(+3.8%)
Cap. Flow
-$96M
Cap. Flow
% of AUM
-13.88%
Top 10 Holdings %
Top 10 Hldgs %
43.45%
Holding
174
New
9
Increased
16
Reduced
34
Closed
13
Top Buys
| 1 |
Tapestry
TPR
|
$13.1M |
| 2 |
Electronic Arts
EA
|
$12.2M |
| 3 |
Whirlpool
WHR
|
$8.88M |
| 4 |
McKesson
MCK
|
$6.32M |
| 5 |
BITA
Bitauto Holdings Limited
BITA
|
$5.97M |
Top Sells
| 1 |
Melco Resorts & Entertainment
MLCO
|
$28.6M |
| 2 |
TechnipFMC
FTI
|
$12.5M |
| 3 |
Dentsply Sirona
XRAY
|
$11.9M |
| 4 |
News Corp Class B
NWS
|
$10.9M |
| 5 |
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% |
