PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
-3.25%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$734M
AUM Growth
-$39.5M
(-5.1%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-3.78%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
189
New
13
Increased
33
Reduced
47
Closed
25
Top Buys
| 1 |
Wells Fargo
WFC
|
$28.7M |
| 2 |
BITA
Bitauto Holdings Limited
BITA
|
$10.3M |
| 3 |
Mondelez International
MDLZ
|
$9.41M |
| 4 |
Verizon
VZ
|
$8.23M |
| 5 |
Nomad Foods
NOMD
|
$8.04M |
Top Sells
| 1 |
Vipshop
VIPS
|
$29.2M |
| 2 |
IBM
IBM
|
$15.5M |
| 3 |
Dell
DELL
|
$13.6M |
| 4 |
Axon Enterprise
AXON
|
$10.8M |
| 5 |
General Mills
GIS
|
$10.2M |
Sector Composition
| 1 | Financials | 23.01% |
| 2 | Communication Services | 16.07% |
| 3 | Real Estate | 15.3% |
| 4 | Consumer Staples | 9.4% |
| 5 | Healthcare | 8.92% |
