We are live on ! Find out more
PL

Perpetual Ltd Portfolio holdings

AUM $6.52B
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.06B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$114M
3
+$97.2M
4
CDW icon
CDW
CDW
+$80.3M
5
PM icon
Philip Morris
PM
+$56.9M

Top Sells

1
+$155M
2
+$141M
3
+$83.7M
4
FMX icon
Fomento Económico Mexicano
FMX
+$81.3M
5
SE icon
Sea Limited
SE
+$65.7M

Sector Composition

1 Technology 20.01%
2 Industrials 16.96%
3 Consumer Discretionary 11.6%
4 Financials 10.83%
5 Materials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.49M 0.03%
4,054
-1,138
177
$2.49M 0.03%
4,382
+269
178
$2.45M 0.03%
37,115
+24,423
179
$2.35M 0.03%
11,558
-668
180
$2.34M 0.03%
2,987
-165
181
$2.31M 0.03%
13,390
+730
182
$2.3M 0.03%
10,783
-1,854
183
$2.13M 0.03%
7,537
+527
184
$2.09M 0.03%
84,543
-93,780
185
$2.09M 0.03%
2,736
+1,236
186
$2.08M 0.03%
11,315
-2,565
187
$2.07M 0.03%
8,403
+461
188
$2.01M 0.03%
9,117
-1,563
189
$1.96M 0.02%
13,982
-5,977
190
$1.96M 0.02%
2,874
+1,335
191
$1.93M 0.02%
496,572
+171,353
192
$1.91M 0.02%
17,626
-19,169
193
$1.89M 0.02%
9,809
-841
194
$1.83M 0.02%
9,557
+6,803
195
$1.82M 0.02%
64,546
+13,546
196
$1.81M 0.02%
1,967
-3,594
197
$1.76M 0.02%
13,739
-16,677
198
$1.75M 0.02%
49,133
+15,864
199
$1.74M 0.02%
28,464
200
$1.7M 0.02%
6,384
-88
6 7
8
9 10