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
151
$342K 0.03%
+3,480
152
$336K 0.03%
+5,825
153
$332K 0.03%
2,841
154
$329K 0.03%
+3,437
155
$323K 0.03%
12,497
156
$304K 0.03%
+4,498
157
$293K 0.03%
6,233
158
$291K 0.03%
3,900
159
$282K 0.03%
2,048
160
$277K 0.03%
+8,040
161
$276K 0.03%
+2,600
162
$273K 0.03%
5,468
-2,000
163
$268K 0.03%
3,982
164
$260K 0.03%
+1,400
165
$259K 0.03%
+1,559
166
$251K 0.02%
3,500
167
$246K 0.02%
+2,063
168
$240K 0.02%
+5,700
169
$238K 0.02%
+1,333
170
$238K 0.02%
+21,000
171
$236K 0.02%
+2,500
172
$235K 0.02%
+5,200
173
$222K 0.02%
+4,951
174
$217K 0.02%
+2,773
175
$217K 0.02%
+1,658
4 5 6
7
8