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
$11.6B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$347M
3
+$313M
4
SHEL icon
Shell
SHEL
+$289M
5
GXO icon
GXO Logistics
GXO
+$269M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.31%
2 Technology 18%
3 Industrials 16.01%
4 Financials 12.71%
5 Utilities 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.76M 0.03%
+18,423
202
$3.66M 0.03%
+23,622
203
$3.65M 0.03%
+70,213
204
$3.65M 0.03%
+57,578
205
$3.55M 0.03%
+17,777
206
$3.55M 0.03%
+21,106
207
$3.54M 0.03%
+15,468
208
$3.48M 0.03%
+280,040
209
$3.42M 0.03%
+1,858,091
210
$3.42M 0.03%
+20,937
211
$3.31M 0.03%
+50,550
212
$3.26M 0.03%
+9,516
213
$3.15M 0.03%
+31,494
214
$3.13M 0.03%
+45,121
215
$2.99M 0.03%
+91,470
216
$2.94M 0.03%
+94,574
217
$2.93M 0.03%
+9,687
218
$2.76M 0.02%
+37,111
219
$2.72M 0.02%
+22,152
220
$2.69M 0.02%
+16,900
221
$2.67M 0.02%
+5,735
222
$2.54M 0.02%
+19,471
223
$2.5M 0.02%
+9,787
224
$2.46M 0.02%
+160,400
225
$2.45M 0.02%
+17,372
7 8
9
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