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
$700M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$26.1M
3
+$13.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.6M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.78M

Top Sells

1
+$33.9M
2
+$29.5M
3
+$20.6M
4
NDAQ icon
Nasdaq
NDAQ
+$20.6M
5
QIWI
QIWI PLC
QIWI
+$20.4M

Sector Composition

1 Technology 20.96%
2 Financials 14.4%
3 Consumer Discretionary 13.42%
4 Real Estate 12.65%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.81M 0.4%
97,932
+72,275
102
$2.72M 0.39%
+38,039
103
$2.68M 0.38%
+58,075
104
$2.67M 0.38%
+55,090
105
$2.65M 0.37%
+91,030
106
$2.61M 0.37%
+214,538
107
$2.53M 0.36%
+43,310
108
$2.51M 0.35%
+202,763
109
$2.48M 0.35%
11,256
-6,000
110
$2.46M 0.35%
+196,533
111
$2.39M 0.34%
+19,466
112
$2.31M 0.33%
43,123
+39,153
113
$2.31M 0.33%
+46,065
114
$2.26M 0.32%
+60,032
115
$2.22M 0.31%
+66,618
116
$2.17M 0.31%
+255,340
117
$2.02M 0.29%
+84,320
118
$1.96M 0.28%
+19,651
119
$1.94M 0.27%
+39,453
120
$1.89M 0.27%
210,582
-7,555
121
$1.88M 0.27%
+12,414
122
$1.86M 0.26%
+13,570
123
$1.85M 0.26%
+114,011
124
$1.83M 0.26%
+27,455
125
$1.81M 0.26%
+205,569
3 4
5
6 7