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
$11.6B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$347M
3
+$313M
4
SHEL icon
Shell
SHEL
+$289M
5
GXO icon
GXO Logistics
GXO
+$269M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.31%
2 Technology 18%
3 Industrials 16.01%
4 Financials 12.71%
5 Utilities 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.44M 0.07%
+36,858
152
$8.42M 0.07%
+117,739
153
$8.31M 0.07%
+89,144
154
$8.13M 0.07%
+257,024
155
$8.01M 0.07%
+205,861
156
$7.98M 0.07%
+160,465
157
$7.57M 0.07%
+20,822
158
$7.35M 0.06%
+45,069
159
$7.25M 0.06%
+305,973
160
$7.14M 0.06%
+107,039
161
$7.11M 0.06%
+756,000
162
$7.1M 0.06%
+52,490
163
$6.94M 0.06%
+265,894
164
$6.87M 0.06%
+46,883
165
$6.72M 0.06%
+182,842
166
$6.63M 0.06%
+33,609
167
$6.57M 0.06%
+150,815
168
$6.52M 0.06%
+94,784
169
$6.42M 0.06%
+45,068
170
$6.39M 0.06%
+37,953
171
$6.38M 0.06%
+229,520
172
$6.32M 0.05%
+111,360
173
$6.22M 0.05%
+32,539
174
$6.21M 0.05%
+118,768
175
$6.09M 0.05%
+65,469
5 6
7
8 9