Sylvie DIMARCO

@Perpetual Ltd

Latest period2024 - Q4

Reported2d ago

Managed Assets$8.518B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SKTTanger Inc Recent Activity Exited	0%	$452,907 13,650 shares@ $33.18 avg price	Exited
DOCSDoximity Inc Recent Activity Exited	0%	$441,408 10,131 shares@ $43.58 avg price	Exited
ESRTEmpire St Rlty Tr Inc Recent Activity Exited	0%	$432,452 39,030 shares@ $11.08 avg price	Exited
ADMArcher Daniels Midland Co Recent Activity Exited	0%	$382,933 6,410 shares@ $59.74 avg price	Exited
DINOHf Sinclair Corp Recent Activity Exited	0%	$333,562 7,484 shares@ $44.58 avg price	Exited
LINELineage Inc Recent Activity Exited	0%	$323,553 4,128 shares@ $78.39 avg price	Exited
MOSMosaic Co New Recent Activity Exited	0%	$311,505 11,632 shares@ $26.79 avg price	Exited
EAElectronic Arts Inc Recent Activity Exited	0%	$277,557 1,935 shares@ $143.45 avg price	Exited
JLLJones Lang Lasalle Inc Recent Activity Exited	0%	$263,604 977 shares@ $269.81 avg price	Exited
SNPSSynopsys Inc Recent Activity Exited	0%	$259,272 512 shares@ $506.4 avg price	Exited