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
$1.13B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$338M
2
+$8.2M
3
+$7.2M
4
HAL icon
Halliburton
HAL
+$6.56M
5
MET icon
MetLife
MET
+$6.33M

Top Sells

1
+$6.99M
2
+$6.56M
3
+$6.22M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.57M
5
CELG
Celgene Corp
CELG
+$3.04M

Sector Composition

1 Communication Services 31.7%
2 Technology 11.36%
3 Financials 9.59%
4 Healthcare 8.36%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$458K 0.04%
5,692
+3,022
177
$451K 0.04%
2,804
+1,480
178
$447K 0.04%
3,758
+1,775
179
$442K 0.04%
+4,988
180
$436K 0.04%
12,000
+6,000
181
$430K 0.04%
+17,670
182
$423K 0.04%
35,800
183
$405K 0.04%
+5,715
184
$391K 0.03%
15,000
185
$371K 0.03%
5,000
+1,000
186
$329K 0.03%
11,501
+1,739
187
$308K 0.03%
10,205
188
$287K 0.03%
22,260
+3,600
189
$287K 0.03%
15,114
-723
190
$284K 0.03%
15,649
+2,848
191
$282K 0.02%
7,500
+1,000
192
$263K 0.02%
3,691
-194
193
$253K 0.02%
10,512
-421
194
$251K 0.02%
+5,748
195
$249K 0.02%
6,558
196
$246K 0.02%
+5,798
197
$240K 0.02%
+4,311
198
$230K 0.02%
+2,841
199
$230K 0.02%
+3,280
200
$228K 0.02%
10,019
+1,549
6 7
8
9 10