PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$347M
3
+$313M
4
SHEL icon
Shell
SHEL
+$289M
5
GXO icon
GXO Logistics
GXO
+$269M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.31%
2 Technology 18%
3 Industrials 16.01%
4 Financials 12.71%
5 Utilities 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.05M 0.05%
+49,219
177
$6.05M 0.05%
+43,470
178
$5.97M 0.05%
+146,337
179
$5.94M 0.05%
+346,065
180
$5.82M 0.05%
+84,157
181
$5.72M 0.05%
+25,359
182
$5.63M 0.05%
+101,806
183
$5.59M 0.05%
+62,850
184
$5.44M 0.05%
+7,550
185
$5.18M 0.04%
+62,643
186
$5.11M 0.04%
+510,234
187
$5.09M 0.04%
+220,478
188
$5.07M 0.04%
+363,823
189
$4.92M 0.04%
+130,916
190
$4.62M 0.04%
+239,977
191
$4.53M 0.04%
+48,204
192
$4.43M 0.04%
+53,399
193
$4.38M 0.04%
+61,448
194
$4.25M 0.04%
+9,646
195
$4.23M 0.04%
+10,239
196
$4.21M 0.04%
+40,482
197
$4.08M 0.04%
+138,910
198
$3.91M 0.03%
+1,474
199
$3.85M 0.03%
+97,819
200
$3.84M 0.03%
+158,729
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