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
$1.07B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$33.1M
3
+$31.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.4M
5
AMZN icon
Amazon
AMZN
+$22.8M

Top Sells

1
+$15.9M
2
+$14M
3
+$13.4M
4
EQIX icon
Equinix
EQIX
+$10.7M
5
EQR icon
Equity Residential
EQR
+$10M

Sector Composition

1 Technology 20.44%
2 Healthcare 14.84%
3 Financials 14.18%
4 Consumer Discretionary 12.77%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$242K 0.02%
+4,000
177
$233K 0.02%
+6,980
178
$228K 0.02%
+2,163
179
$228K 0.02%
+3,173
180
$223K 0.02%
+5,300
181
$223K 0.02%
+5,600
182
$220K 0.02%
+1,400
183
$219K 0.02%
+1,000
184
$218K 0.02%
9,309
185
$213K 0.02%
1,432
-40,368
186
$212K 0.02%
+2,000
187
$212K 0.02%
+2,900
188
$208K 0.02%
+3,981
189
$205K 0.02%
+527
190
$204K 0.02%
+4,151
191
$203K 0.02%
+661
192
$203K 0.02%
+5,555
193
$203K 0.02%
+1,659
194
$200K 0.02%
+3,200
195
$186K 0.02%
+2,123
196
$185K 0.02%
+10,100
197
$182K 0.02%
+400
198
$179K 0.02%
+1,200
199
$178K 0.02%
+900
200
$178K 0.02%
+972
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