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
EDConsolidated Edison Inc Recent Activity Exited	0%	$229,086 2,200 shares@ $104.13 avg price	Exited
PWRQuanta Svcs Inc Recent Activity Exited	0%	$226,892 761 shares@ $298.15 avg price	Exited
WGOWinnebago Inds Inc Recent Activity Exited	0%	$219,656 3,780 shares@ $58.12 avg price	Exited
BDXBecton Dickinson & Co Recent Activity Exited	0%	$215,061 892 shares@ $241.1 avg price	Exited
HPQHp Inc Recent Activity Exited	0%	$206,181 5,748 shares@ $35.88 avg price	Exited
CACICaci Intl Inc Recent Activity Exited	0%	$202,833 402 shares@ $504.56 avg price	Exited
FFord Mtr Co Recent Activity Exited	0%	$180,946 17,135 shares@ $10.57 avg price	Exited