PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$14.6M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11.7M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$9.2M

Top Sells

1
+$15.9M
2
+$11.5M
3
+$8.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.79M
5
MRK icon
Merck
MRK
+$7.07M

Sector Composition

1 Technology 17.21%
2 Healthcare 12.99%
3 Financials 12.9%
4 Industrials 12.46%
5 Communication Services 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.23M 0.18%
+45,591
127
$2.22M 0.18%
39,255
128
$2.22M 0.18%
+26,638
129
$2.11M 0.17%
+23,841
130
$2.08M 0.17%
32,465
131
$2.06M 0.17%
64,002
-106,154
132
$2.03M 0.17%
+66,432
133
$2.02M 0.17%
65,832
-78,172
134
$2.02M 0.17%
31,316
-46,550
135
$2.01M 0.16%
72,909
136
$1.96M 0.16%
13,834
-7,450
137
$1.91M 0.16%
+54,317
138
$1.9M 0.16%
+85,075
139
$1.69M 0.14%
40,038
-49,882
140
$1.69M 0.14%
+98,059
141
$1.68M 0.14%
+41,773
142
$1.62M 0.13%
+41,303
143
$1.6M 0.13%
+57,076
144
$1.55M 0.13%
15,112
-23,175
145
$1.52M 0.12%
+96,000
146
$1.51M 0.12%
+48,381
147
$1.49M 0.12%
15,297
-13,903
148
$1.46M 0.12%
53,506
-61,800
149
$1.46M 0.12%
+49,147
150
$1.45M 0.12%
13,365
-50,983
4 5
6
7 8