PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.72%
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$926M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$5.19M
3
+$4.9M
4
EBAY icon
eBay
EBAY
+$4.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.91M

Top Sells

1
+$178M
2
+$11.1M
3
+$4.82M
4
UNH icon
UnitedHealth
UNH
+$4.8M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$4.57M

Sector Composition

1 Communication Services 19.19%
2 Technology 14.6%
3 Financials 11.51%
4 Healthcare 9.89%
5 Real Estate 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$120K 0.01%
5,193
+189
202
$111K 0.01%
3,683
+193
203
$90K 0.01%
+1,166
204
$68K 0.01%
700
-1,000
205
– –
-43,476
206
– –
-12,000
207
– –
-82,290
208
– –
-1,277
209
– –
-3,280
210
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-8,584
211
– –
-15,747
212
– –
-10,179
213
– –
-34,100
214
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-49,262
215
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-108,750
216
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-11,214
217
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-12,000
218
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-10,000
219
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-4,821
220
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-200,000
221
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-5,728
222
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-5,594
223
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-15,000
224
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-17,078
225
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-15,883
6 7 8
9
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