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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
SAFESafehold Inc
Recent Activity
Exited
0%
$1.246M
47,508 shares@ $26.24 avg price
REGRegency Ctrs Corp
Recent Activity
Exited
0%
$1.188M
16,450 shares@ $72.24 avg price
TAPMolson Coors Beverage Co
Recent Activity
Exited
0%
$1.182M
20,543 shares@ $57.52 avg price
RUNSunrun Inc
Recent Activity
Exited
0%
$978,437
54,177 shares@ $18.07 avg price
BXPBxp Inc
Recent Activity
Exited
0%
$930,118
11,560 shares@ $80.47 avg price
PDDPdd Holdings Inc
Recent Activity
Exited
0%
$884,623
6,562 shares@ $134.81 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$882,422
5,378 shares@ $164.08 avg price
LENLennar Corp
Recent Activity
Exited
0%
$742,983
3,963 shares@ $187.48 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Exited
0%
$739,240
36,131 shares@ $20.46 avg price
ILMNIllumina Inc
Recent Activity
Exited
0%
$723,254
5,546 shares@ $130.42 avg price