PL
Perpetual Ltd Portfolio holdings
AUM
$8.52B
1-Year Return
33.58%
This Quarter Return
+5.27%
1 Year Return
+33.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$711M
AUM Growth
+$46.2M
(+6.9%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
249
New
48
Increased
35
Reduced
105
Closed
23
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$42M |
| 2 |
Oracle
ORCL
|
$31.9M |
| 3 |
Interpublic Group of Companies
IPG
|
$6.7M |
| 4 |
Simon Property Group
SPG
|
$3.72M |
| 5 |
MXIM
Maxim Integrated Products
MXIM
|
$3M |
Top Sells
| 1 |
United Parcel Service
UPS
|
$34.7M |
| 2 |
General Mills
GIS
|
$5.64M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$4.92M |
| 4 |
JPMorgan Chase
JPM
|
$4.72M |
| 5 |
Goldman Sachs
GS
|
$4.19M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Healthcare | 12.61% |
| 3 | Financials | 11.75% |
| 4 | Industrials | 11.28% |
| 5 | Energy | 8.77% |
