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
$8.52B
AUM Growth
-$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$213M
3
+$94M
4
CSX icon
CSX Corp
CSX
+$83.3M
5
PYPL icon
PayPal
PYPL
+$79.9M

Top Sells

1
+$227M
2
+$112M
3
+$99.7M
4
APP icon
Applovin
APP
+$86.4M
5
HSIC icon
Henry Schein
HSIC
+$83.8M

Sector Composition

1 Technology 22.88%
2 Consumer Discretionary 13.27%
3 Industrials 12.89%
4 Financials 11.97%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.42M 0.03%
11,020
+1,750
177
$2.38M 0.03%
31,508
+18,529
178
$2.38M 0.03%
10,837
+2,291
179
$2.38M 0.03%
26,297
+13,541
180
$2.34M 0.03%
41,260
-21,247
181
$2.34M 0.03%
15,363
-51
182
$2.29M 0.03%
38,721
+1,670
183
$2.25M 0.03%
5,581
+3,076
184
$2.25M 0.03%
+52,216
185
$2.21M 0.03%
23,353
-911
186
$2.19M 0.03%
36,126
+14,671
187
$2.16M 0.03%
41,365
-1,377
188
$2.11M 0.02%
5,433
-31
189
$2.1M 0.02%
12,553
190
$2.1M 0.02%
25,782
+2,538
191
$2.1M 0.02%
8,931
+4,819
192
$2.09M 0.02%
16,182
-1,237
193
$2.07M 0.02%
3,932
-3,182
194
$2.01M 0.02%
131,905
+11,060
195
$2M 0.02%
6,326
-44
196
$1.99M 0.02%
8,732
-1,390
197
$1.9M 0.02%
6,882
-810
198
$1.82M 0.02%
7,474
+1,920
199
$1.81M 0.02%
13,747
+2,625
200
$1.8M 0.02%
20,160
-10
6 7
8
9 10