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
176
$251K 0.03%
12,100
+1,588
177
$251K 0.03%
7,535
+977
178
$249K 0.03%
+4,000
179
$243K 0.03%
6,181
+383
180
$237K 0.03%
+8,401
181
$227K 0.02%
2,845
-2,870
182
$227K 0.02%
4,217
-94
183
$227K 0.02%
3,113
+201
184
$224K 0.02%
2,758
-83
185
$223K 0.02%
4,675
-86
186
$221K 0.02%
52,052
-616
187
$221K 0.02%
10,258
+239
188
$220K 0.02%
2,978
-19,866
189
$219K 0.02%
9,340
-8,804
190
$216K 0.02%
3,286
+263
191
$216K 0.02%
3,454
-143
192
$215K 0.02%
10,661
+364
193
$214K 0.02%
1,775
-1,983
194
$212K 0.02%
2,386
-2,602
195
$212K 0.02%
6,214
+105
196
$211K 0.02%
+1,130
197
$202K 0.02%
+8,325
198
$178K 0.02%
12,181
+556
199
$155K 0.02%
15,836
+1,543
200
$134K 0.01%
17,736
+1,251
6 7
8
9 10