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
$1.07B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$33.1M
3
+$31.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.4M
5
AMZN icon
Amazon
AMZN
+$22.8M

Top Sells

1
+$15.9M
2
+$14M
3
+$13.4M
4
EQIX icon
Equinix
EQIX
+$10.7M
5
EQR icon
Equity Residential
EQR
+$10M

Sector Composition

1 Technology 20.44%
2 Healthcare 14.84%
3 Financials 14.18%
4 Consumer Discretionary 12.77%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$177K 0.02%
+10,132
202
$175K 0.02%
9,500
-31,790
203
$175K 0.02%
+996
204
$173K 0.02%
+958
205
$173K 0.02%
+900
206
$173K 0.02%
+4,175
207
$172K 0.02%
+2,769
208
$172K 0.02%
+2,000
209
$170K 0.02%
+4,518
210
$164K 0.02%
3,732
+2,259
211
$158K 0.01%
+2,600
212
$157K 0.01%
+2,876
213
$152K 0.01%
+2,000
214
$140K 0.01%
+800
215
$139K 0.01%
+2,000
216
$133K 0.01%
+1,397
217
$132K 0.01%
+700
218
$132K 0.01%
+3,404
219
$119K 0.01%
+2,087
220
$117K 0.01%
+900
221
$116K 0.01%
+1,100
222
$96K 0.01%
+1,600
223
$93K 0.01%
+4,175
224
$81K 0.01%
+800
225
$69K 0.01%
+2,000
7 8
9
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