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
$628M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$11.9M
3 +$10.8M
4
BABA icon
Alibaba
BABA
+$9.03M
5
WFC icon
Wells Fargo
WFC
+$5.3M

Top Sells

1 +$15.8M
2 +$12.1M
3 +$9.98M
4
MCK icon
McKesson
MCK
+$6.79M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.64M

Sector Composition

1 Consumer Discretionary 21.75%
2 Real Estate 20.71%
3 Communication Services 15.78%
4 Financials 11.99%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-189,880
177
-20,520
178
-2,197