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
126
$1.43M 0.15%
+40,000
127
$1.37M 0.15%
37,773
+2,317
128
$1.34M 0.14%
20,625
-3,000
129
$1.27M 0.14%
7,026
-1,046
130
$1.25M 0.14%
7,543
+267
131
$1.22M 0.13%
17,877
-1,579
132
$1.22M 0.13%
49,297
-25,000
133
$1.2M 0.13%
80,800
-18,477
134
$1.19M 0.13%
19,078
+1,013
135
$1.15M 0.12%
10,840
-992
136
$1.08M 0.12%
63,240
+13,740
137
$1.04M 0.11%
58,100
+23,000
138
$985K 0.11%
15,993
-222
139
$964K 0.1%
14,788
+3,200
140
$953K 0.1%
13,033
+414
141
$907K 0.1%
21,812
-4,000
142
$887K 0.1%
7,660
-4,201
143
$871K 0.09%
8,018
-1,000
144
$869K 0.09%
7,337
145
$834K 0.09%
9,526
-10,904
146
$785K 0.08%
10,500
+5,500
147
$777K 0.08%
12,544
-1,500
148
$736K 0.08%
11,799
-406
149
$734K 0.08%
22,493
-24,250
150
$705K 0.08%
6,834
-521
4 5
6
7 8