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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
$926M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.49M
3
+$4.86M
4
EBAY icon
eBay
EBAY
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.89M

Top Sells

1
+$180M
2
+$11.8M
3
+$4.78M
4
UNH icon
UnitedHealth
UNH
+$4.7M
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
– –
-15,747
206
– –
-10,179
207
– –
-34,100
208
– –
-49,262
209
– –
-108,750
210
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-4,821
211
– –
-200,000
212
– –
-5,728
213
– –
-5,594
214
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-15,000
215
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-17,078
216
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-15,883
217
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-5,776
218
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-70
219
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-8,500
220
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-1,277
221
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-82,290
222
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-12,000
223
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224
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225
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-12,920
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9
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