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
126
$1.32M 0.12%
138,153
127
$1.31M 0.12%
+5,554
128
$1.28M 0.12%
+21,356
129
$1.26M 0.12%
+25,500
130
$1.11M 0.1%
+23,789
131
$1.11M 0.1%
+14,400
132
$1.1M 0.1%
+13,600
133
$1.09M 0.1%
66,715
134
$1M 0.09%
+10,000
135
$969K 0.09%
+7,430
136
$961K 0.09%
+16,344
137
$949K 0.09%
+8,217
138
$941K 0.09%
+23,556
139
$936K 0.09%
+5,700
140
$933K 0.09%
+3,400
141
$932K 0.09%
+8,361
142
$824K 0.08%
+18,200
143
$819K 0.08%
+4,440
144
$817K 0.08%
+2,500
145
$679K 0.06%
61,054
146
$619K 0.06%
+3,662
147
$569K 0.05%
+5,114
148
$566K 0.05%
+4,461
149
$554K 0.05%
+10,684
150
$468K 0.04%
+2,400
4 5
6
7 8