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PL

Perpetual Ltd Portfolio holdings

AUM $6.52B
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.06B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$114M
3
+$97.2M
4
CDW icon
CDW
CDW
+$80.3M
5
PM icon
Philip Morris
PM
+$56.9M

Top Sells

1
+$155M
2
+$141M
3
+$83.7M
4
FMX icon
Fomento Económico Mexicano
FMX
+$81.3M
5
SE icon
Sea Limited
SE
+$65.7M

Sector Composition

1 Technology 20.01%
2 Industrials 16.96%
3 Consumer Discretionary 11.6%
4 Financials 10.83%
5 Materials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.68M 0.02%
4,155
-1,222
202
$1.68M 0.02%
25,161
-3,033
203
$1.68M 0.02%
16,788
-4,014
204
$1.68M 0.02%
13,468
-21,419
205
$1.68M 0.02%
8,935
-155
206
$1.68M 0.02%
38,117
-10,804
207
$1.63M 0.02%
8,033
-8,573
208
$1.63M 0.02%
+6,887
209
$1.62M 0.02%
5,246
-5,898
210
$1.58M 0.02%
6,297
-8,867
211
$1.57M 0.02%
144,960
212
$1.57M 0.02%
10,648
-10,524
213
$1.54M 0.02%
7,675
-1,759
214
$1.53M 0.02%
1,655
+871
215
$1.53M 0.02%
3,064
+347
216
$1.52M 0.02%
9,891
-3,562
217
$1.48M 0.02%
15,481
+4,204
218
$1.48M 0.02%
15,615
-3,430
219
$1.45M 0.02%
13,076
+915
220
$1.39M 0.02%
45,337
-60,259
221
$1.37M 0.02%
16,643
222
$1.37M 0.02%
76,699
-3,000
223
$1.36M 0.02%
30,179
+12,338
224
$1.34M 0.02%
3,937
+1,729
225
$1.27M 0.02%
3,387
-617
7 8
9
10 11