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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
PRMWPrimo Water Corporation
Recent Activity
Exited
0%
$2.409M
95,400 shares@ $25.25 avg price
BEKEKe Hldgs Inc
Recent Activity
Exited
0%
$2.328M
116,946 shares@ $19.92 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.189M
5,703 shares@ $383.82 avg price
KSPIKaspi Kz Jsc
Recent Activity
Exited
0%
$2.024M
19,100 shares@ $105.99 avg price
LESLLeslies Inc
Recent Activity
Exited
0%
$1.787M
565,446 shares@ $3.16 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$1.718M
33,829 shares@ $50.8 avg price
UDRUdr Inc
Recent Activity
Exited
0%
$1.638M
36,130 shares@ $45.34 avg price
DOCHealthpeak Properties Inc
Recent Activity
Exited
0%
$1.442M
63,060 shares@ $22.87 avg price
BBYBest Buy Inc
Recent Activity
Exited
0%
$1.333M
12,901 shares@ $103.3 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.249M
1,530 shares@ $816.08 avg price