PL

Perpetual Ltd Portfolio holdings

AUM $6.91B
1-Year Est. Return 29.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$20.9M
3 +$19.2M
4
JPM icon
JPMorgan Chase
JPM
+$18.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$33K 0.01%
+14,820