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Sylvie DIMARCO

@Perpetual Ltd

Latest period2024 - Q4ReportedManaged Assets$8.518BTotal holdings409
Assets growth rate-7.67%Assets growth rate (2-Q avg)-3.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Perpetual Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 409 positions.

Assets under management

The assets under management (AUM) of Perpetual Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 8.518B in assets, with a quarterly growth rate of -7.67% and a 2-quarter average growth rate of -3.69%. The portfolio is managed by Sylvie DIMARCO, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ATOAtmos Energy Corp
Recent Activity
Decreased -19.33%
2.03%
$172.836M
1.241M shares@ $139.27 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -16.02%
1.92%
$162.787M
321,802 shares@ $505.87 avg price
AERAercap Holdings Nv
Recent Activity
Decreased -1.18%
1.83%
$155.616M
1.626M shares@ $95.7 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.42%
1.73%
$146.953M
1.094M shares@ $134.29 avg price
ORCLOracle Corp
Recent Activity
Decreased -17.26%
1.72%
$145.947M
875,825 shares@ $166.64 avg price
EMREmerson Elec Co
Recent Activity
Decreased -5.98%
1.65%
$140.533M
1.134M shares@ $123.94 avg price
CDWCdw Corp
Recent Activity
Increased 14.59%
1.64%
$139.496M
801,516 shares@ $174.04 avg price
CMSCms Energy Corp
Recent Activity
Decreased -9.74%
1.63%
$138.24M
2.074M shares@ $66.65 avg price
GXOGxo Logistics Incorporated
Recent Activity
Decreased -3.12%
1.61%
$136.744M
3.144M shares@ $43.51 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -18.88%
1.41%
$119.633M
229,962 shares@ $520.23 avg price