PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
This Quarter Return
+2%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$665M
AUM Growth
–
Cap. Flow
+$665M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.52%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$33M |
| 2 |
Merck
MRK
|
$20.8M |
| 3 |
JPMorgan Chase
JPM
|
$19.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$17.8M |
| 5 |
Wells Fargo
WFC
|
$15.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 15.41% |
| 2 | Financials | 14.21% |
| 3 | Healthcare | 13.9% |
| 4 | Technology | 13.88% |
| 5 | Energy | 9.91% |