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
151
$642K 0.07%
29,301
+1,206
152
$605K 0.07%
5,376
153
$602K 0.07%
4,727
154
$590K 0.06%
14,924
+700
155
$556K 0.06%
12,728
-1,500
156
$547K 0.06%
5,570
-500
157
$524K 0.06%
4,836
158
$505K 0.05%
13,161
-3,500
159
$503K 0.05%
6,192
+500
160
$491K 0.05%
5,677
-3,143
161
$480K 0.05%
16,264
162
$476K 0.05%
3,100
163
$472K 0.05%
4,768
-1,537
164
$444K 0.05%
6,423
-1,000
165
$415K 0.04%
35,800
166
$414K 0.04%
28,000
-8,000
167
$312K 0.03%
11,454
-47
168
$288K 0.03%
16,113
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169
$282K 0.03%
10,580
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170
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+4,500
171
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15,525
-124
172
$257K 0.03%
3,753
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173
$257K 0.03%
7,500
174
$256K 0.03%
2,871
-2,761
175
$252K 0.03%
1,380
-1,424
5 6
7
8 9