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
$691M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.2M
3
+$8.88M
4
MCK icon
McKesson
MCK
+$6.32M
5
BITA
Bitauto Holdings Limited
BITA
+$5.97M

Top Sells

1
+$28.6M
2
+$12.5M
3
+$11.9M
4
NWS icon
News Corp Class B
NWS
+$10.9M
5
BABA icon
Alibaba
BABA
+$8.94M

Sector Composition

1 Real Estate 19.95%
2 Communication Services 17.09%
3 Consumer Discretionary 15.53%
4 Financials 10.99%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$373K 0.05%
2,332
127
$364K 0.05%
1,269
128
$354K 0.05%
4,400
129
$341K 0.05%
2,665
130
$330K 0.05%
1,400
131
$321K 0.05%
8,695
132
$317K 0.05%
1,696
133
$312K 0.05%
4,676
134
$309K 0.04%
11,740
135
$306K 0.04%
6,980
136
$302K 0.04%
9,500
137
$288K 0.04%
1,458
138
$269K 0.04%
3,173
139
$265K 0.04%
2,163
140
$261K 0.04%
1,300
141
$259K 0.04%
1,848
142
$256K 0.04%
1,783
143
$256K 0.04%
6,420
144
$249K 0.04%
1,409
145
$247K 0.04%
4,151
146
$244K 0.04%
4,175
147
$240K 0.03%
2,197
148
$239K 0.03%
2,600
149
$239K 0.03%
2,300
150
$237K 0.03%
+1,300
3 4 5
6
7