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
101
$2.71M 0.25%
60,032
102
$2.71M 0.25%
+27,600
103
$2.59M 0.24%
29,262
-8,777
104
$2.56M 0.24%
32,235
-13,830
105
$2.41M 0.23%
162,862
+55,852
106
$2.38M 0.22%
19,651
107
$2.31M 0.22%
28,459
-35,099
108
$2.3M 0.22%
+19,253
109
$2.14M 0.2%
+68,956
110
$2.09M 0.2%
27,455
111
$2.07M 0.19%
36,393
112
$2M 0.19%
+87,438
113
$1.96M 0.18%
114,011
114
$1.95M 0.18%
26,473
+10,682
115
$1.85M 0.17%
6,100
+1,212
116
$1.8M 0.17%
+20,212
117
$1.7M 0.16%
+6,798
118
$1.65M 0.15%
+22,403
119
$1.6M 0.15%
72,321
120
$1.6M 0.15%
+12,065
121
$1.59M 0.15%
+35,644
122
$1.58M 0.15%
8,201
123
$1.54M 0.14%
+27,892
124
$1.51M 0.14%
+33,738
125
$1.39M 0.13%
+14,811
3 4
5
6 7