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
$744M
AUM Growth
-$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$39M
2 +$16.9M
3 +$16.2M
4
FTI icon
TechnipFMC
FTI
+$8.63M
5
BITA
Bitauto Holdings Limited
BITA
+$6.61M

Top Sells

1 +$44M
2 +$17.5M
3 +$13.8M
4
CNQ icon
Canadian Natural Resources
CNQ
+$13.6M
5
MDLZ icon
Mondelez International
MDLZ
+$11.8M

Sector Composition

1 Real Estate 17.09%
2 Communication Services 16.55%
3 Financials 13.47%
4 Consumer Discretionary 10.67%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$208K 0.03%
3,900
177
$202K 0.03%
+900
178
$191K 0.03%
11,474
-10,416
179
$155K 0.02%
18,200
180
-12,155
181
-24,300
182
-13,605
183
-766,771
184
-60,000