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
$1.01B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$40M
3
+$36.8M
4
BAC icon
Bank of America
BAC
+$25.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.9M

Top Sells

1
+$43M
2
+$17.6M
3
+$11M
4
MLNX
Mellanox Technologies, Ltd.
MLNX
+$8.24M
5
DELL icon
Dell
DELL
+$6.43M

Sector Composition

1 Financials 18%
2 Communication Services 16.41%
3 Healthcare 15.45%
4 Technology 15.26%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$629K 0.06%
+5,561
127
$606K 0.06%
6,790
128
$542K 0.05%
8,600
-7,416
129
$537K 0.05%
+7,587
130
$521K 0.05%
+10,384
131
$509K 0.05%
14,900
132
$499K 0.05%
+4,662
133
$493K 0.05%
+4,153
134
$491K 0.05%
+5,400
135
$489K 0.05%
8,151
136
$474K 0.05%
+42,100
137
$471K 0.05%
+4,414
138
$454K 0.05%
14,004
139
$439K 0.04%
442
140
$438K 0.04%
6,727
-1,300
141
$437K 0.04%
+5,461
142
$437K 0.04%
+5,352
143
$434K 0.04%
+1,625
144
$409K 0.04%
3,426
145
$404K 0.04%
+7,871
146
$391K 0.04%
5,000
-1,000
147
$389K 0.04%
+5,841
148
$380K 0.04%
+2,900
149
$372K 0.04%
+2,300
150
$352K 0.04%
+7,297
4 5
6
7 8