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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
SBACSba Communications Corp New
Recent Activity
Increased 43.07%
0.31%
$26.26M
128,854 shares@ $203.8 avg price
PRKSUnited Parks & Resorts Inc
Recent Activity
Increased 37.79%
0.31%
$25.8M
459,150 shares@ $56.2 avg price
MAAMid-amer Apt Cmntys Inc
Recent Activity
Increased 8.03%
0.24%
$19.709M
127,506 shares@ $154.58 avg price
WMGWarner Music Group Corp
Recent Activity
Increased 25.56%
0.24%
$19.606M
632,454 shares@ $31.0 avg price
AAPLApple Inc
Recent Activity
Increased 28.65%
0.23%
$19.547M
78,057 shares@ $250.43 avg price
DARDarling Ingredients Inc
Recent Activity
Increased 2200.66%
0.19%
$16.078M
477,225 shares@ $33.69 avg price
INFYInfosys Ltd
Recent Activity
Increased 20.31%
0.18%
$14.944M
681,729 shares@ $21.93 avg price
RSGRepublic Svcs Inc
Recent Activity
Increased 8.36%
0.16%
$13.338M
66,299 shares@ $201.19 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 6.18%
0.16%
$13.3M
65,910 shares@ $201.8 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Increased 2.35%
0.16%
$12.967M
104,162 shares@ $124.49 avg price