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Sylvie DIMARCO

Perpetual Ltd

Assets Managed
$6.52B
Holdings
424
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-5.69%(2Q avg: -9.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Perpetual Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 424 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 2026 - Q1, they manage 6.52B in assets, with a quarterly growth rate of -5.69% and a 2-quarter average growth rate of -9.93%. The portfolio is managed by Sylvie DIMARCO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SRE
Sempra
Recent Activity
Decreased -5.28%
4.53%
$295.315M
3.039M shares@ $97.17 avg price
ATO
Atmos Energy Corp
Recent Activity
Decreased -11.28%
3.52%
$229.139M
1.24M shares@ $184.73 avg price
FLUT
Flutter Entertainment Plc-di
Recent Activity
Decreased -19.81%
3.45%
$224.572M
772,361 shares@ $290.76 avg price
ICE
Intercontinental Exchange In
Recent Activity
Increased 0.42%
3.24%
$210.935M
1.341M shares@ $157.29 avg price
PM
Philip Morris International
Recent Activity
Decreased -18.55%
2.99%
$194.624M
1.177M shares@ $165.34 avg price
CSX
Csx Corp
Recent Activity
Decreased -5.89%
2.86%
$186.164M
4.535M shares@ $41.06 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.16%
2.73%
$177.894M
480,573 shares@ $370.17 avg price
CRH
Crh Plc
Recent Activity
Decreased -5.37%
2.65%
$172.476M
1.641M shares@ $105.12 avg price
UNP
Union Pacific Corp
Recent Activity
Decreased -3.97%
2.57%
$167.419M
690,045 shares@ $242.62 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Increased 24.88%
2.57%
$166.989M
339,734 shares@ $491.54 avg price

1-10 of 424