PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.79%
This Quarter Est. Return
1 Year Est. Return
+27.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$14.6M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11.7M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$9.2M

Top Sells

1
+$15.9M
2
+$11.5M
3
+$8.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.79M
5
MRK icon
Merck
MRK
+$7.07M

Sector Composition

1 Technology 17.21%
2 Healthcare 12.99%
3 Financials 12.9%
4 Industrials 12.46%
5 Communication Services 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$415K 0.03%
5,152
-6,390
202
$390K 0.03%
3,226
-19,885
203
$389K 0.03%
+400
204
$384K 0.03%
7,484
-9,044
205
$383K 0.03%
+7,380
206
$372K 0.03%
9,168
-11,898
207
$371K 0.03%
11,000
208
$357K 0.03%
3,662
-4,574
209
$355K 0.03%
11,604
-13,740
210
$353K 0.03%
5,525
-6,719
211
$351K 0.03%
3,214
-4,156
212
$349K 0.03%
3,761
-4,771
213
$344K 0.03%
6,313
+1,776
214
$343K 0.03%
5,363
-6,791
215
$332K 0.03%
7,297
-9,132
216
$299K 0.02%
6,971
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217
$289K 0.02%
2,601
-3,226
218
$278K 0.02%
3,961
-4,975
219
$270K 0.02%
3,037
-3,768
220
$260K 0.02%
6,569
-7,968
221
$257K 0.02%
6,100
-7,646
222
$256K 0.02%
8,000
-7,800
223
$255K 0.02%
+4,038
224
$245K 0.02%
3,000
-3,400
225
$237K 0.02%
2,980
-3,792
7 8
9
10 11