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
$986M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$36.4M
2 +$12.9M
3 +$9.85M
4
JPM icon
JPMorgan Chase
JPM
+$9.22M
5
MRK icon
Merck
MRK
+$8.87M

Top Sells

1 +$38.6M
2 +$14.3M
3 +$8.39M
4
VZ icon
Verizon
VZ
+$8.32M
5
VIAB
Viacom Inc. Class B
VIAB
+$7.14M

Sector Composition

1 Technology 16.57%
2 Industrials 11.4%
3 Real Estate 10.28%
4 Communication Services 9.63%
5 Financials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,292,600
202
-45,549
203
-66,700