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
$888M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$27.1M
3
+$25.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.9M
5
NDAQ icon
Nasdaq
NDAQ
+$17M

Top Sells

1
+$12.6M
2
+$12.6M
3
+$8.94M
4
UNH icon
UnitedHealth
UNH
+$8.87M
5
MXIM
Maxim Integrated Products
MXIM
+$8.55M

Sector Composition

1 Financials 12.64%
2 Consumer Discretionary 12.19%
3 Technology 11.73%
4 Real Estate 11.05%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
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