Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Sep 26, 2017

Total Value ($000): $656,154 (100.0% shares, 0.0% debt)

Holdings (104)

ICLR ICON PLC 13.7%
Value ($000) $89,879 Shares 1,195,209 Est. Cost $74.51 Unrealized +4.2%
SPY SPDR S&P 500 ETF TR 7.8%
Value ($000) $51,367 Shares 229,801 Est. Cost $209.84 Unrealized
ALPHABET INC 7.5%
Value ($000) $49,387 Shares 62,927 Est. Cost $784.83 Unrealized
ZHAOPIN LTD 4.4%
Value ($000) $28,622 Shares 1,894,270 Est. Cost $14.61 Unrealized
ORCL ORACLE CORP 3.5%
Value ($000) $23,118 Shares 601,239 Est. Cost $33.43 Unrealized +2.1%
VZ VERIZON COMMUNICATIONS INC 3.2%
Value ($000) $21,322 Shares 399,435 Est. Cost $28.16 Unrealized +10.0%
NWS NEWS CORP NEW 2.9%
Value ($000) $18,708 Shares 1,585,382 Est. Cost $11.46 Unrealized +0.1%
TWENTY FIRST CENTY FOX INC 2.7%
Value ($000) $17,744 Shares 632,800 Est. Cost $26.12 Unrealized
DELL TECHNOLOGIES INC 2.6%
Value ($000) $17,008 Shares 309,404 Est. Cost $47.90 Unrealized
EQIX EQUINIX INC 2.1%
Value ($000) $13,819 Shares 38,665 Est. Cost $271.84 Unrealized +7.9%
V VISA INC 2.1%
Value ($000) $13,804 Shares 176,930 Est. Cost $63.38 Unrealized +19.0%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $13,548 Shares 157,006 Est. Cost $53.92 Unrealized +11.1%
MRK MERCK & CO INC 1.8%
Value ($000) $12,025 Shares 204,277 Est. Cost $35.63 Unrealized +23.7%
DELPHI AUTOMOTIVE PLC 1.7%
Value ($000) $11,400 Shares 169,257 Est. Cost $70.30 Unrealized
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $11,388 Shares 110,298 Est. Cost $82.65 Unrealized +18.9%
ATHM AUTOHOME INC 1.6%
Value ($000) $10,563 Shares 417,823 Est. Cost $25.28 Unrealized
QIWI PLC 1.6%
Value ($000) $10,328 Shares 808,820 Est. Cost $15.14 Unrealized
MONSANTO CO NEW 1.5%
Value ($000) $9,763 Shares 92,797 Est. Cost $97.76 Unrealized
PLD PROLOGIS INC 1.5%
Value ($000) $9,636 Shares 182,538 Est. Cost $36.32 Unrealized +8.1%
MCK MCKESSON CORP 1.3%
Value ($000) $8,764 Shares 62,400 Est. Cost $136.84 Unrealized 0.0%
META FACEBOOK INC 1.3%
Value ($000) $8,523 Shares 74,082 Est. Cost $100.96 Unrealized +20.8%
NOMD NOMAD HLDGS LTD 1.3%
Value ($000) $8,483 Shares 886,459 Est. Cost $10.92 Unrealized 0.0%
MELLANOX TECHNOLOGIES LTD 1.3%
Value ($000) $8,237 Shares 201,400 Est. Cost $42.23 Unrealized
FDX FEDEX CORP 1.2%
Value ($000) $8,007 Shares 43,000 Est. Cost $132.31 Unrealized +19.7%
KRC KILROYRLTYCORP 1.2%
Value ($000) $7,921 Shares 108,180 Est. Cost $61.74 Unrealized
BROADCOM LTD 1.1%
Value ($000) $7,049 Shares 39,880 Est. Cost $155.20 Unrealized
ADBE ADOBE SYS INC 1.1%
Value ($000) $6,954 Shares 67,550 Est. Cost $65.91 Unrealized +60.6%
ALLERGAN PLC 1.0%
Value ($000) $6,239 Shares 29,710 Est. Cost $229.54 Unrealized
CORE LABORATORIES N V 0.9%
Value ($000) $5,957 Shares 49,625 Est. Cost $113.83 Unrealized
CSTE CAESARSTONE LTD 0.9%
Value ($000) $5,886 Shares 205,432 Est. Cost $34.11 Unrealized -14.1%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $5,737 Shares 145,343 Est. Cost $35.86 Unrealized +11.8%
AAL AMERICAN AWLS GROUP INC 0.9%
Value ($000) $5,603 Shares 120,002 Est. Cost $34.78 Unrealized +20.9%
HDB HDFCBANKLTD 0.8%
Value ($000) $5,570 Shares 91,786 Est. Cost $65.98 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.8%
Value ($000) $5,497 Shares 76,243 Est. Cost $55.65 Unrealized
PSA PUBLIC STORAGE 0.8%
Value ($000) $5,292 Shares 23,679 Est. Cost $160.59 Unrealized -8.6%
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $5,129 Shares 13,971 Est. Cost $395.19 Unrealized -4.3%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $4,405 Shares 27,510 Est. Cost $128.99 Unrealized +0.6%
DEI DOUGLAS EMMETT INC 0.7%
Value ($000) $4,359 Shares 119,224 Est. Cost $28.93 Unrealized
HCA HCA HOLDINGS INC 0.6%
Value ($000) $3,951 Shares 53,375 Est. Cost $72.63 Unrealized -4.2%
INTERXIONHOLDINGN.V 0.6%
Value ($000) $3,935 Shares 112,209 Est. Cost $36.72 Unrealized
CRM SALESFORCE COM INC 0.6%
Value ($000) $3,930 Shares 57,411 Est. Cost $76.82 Unrealized -6.7%
EXP EAGLE MATERIALS INC 0.5%
Value ($000) $3,444 Shares 34,950 Est. Cost $77.64 Unrealized +10.7%
CNC CENTENE CORP DEL 0.5%
Value ($000) $3,422 Shares 60,552 Est. Cost $32.90 Unrealized -10.3%
LAZARD LTD 0.5%
Value ($000) $3,374 Shares 82,113 Est. Cost $41.09 Unrealized
MOBILEYE N V AMSTELVEEN 0.5%
Value ($000) $3,364 Shares 88,250 Est. Cost $42.07 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value ($000) $3,247 Shares 20,798 Est. Cost $165.02 Unrealized -0.2%
CHTR CHARTER COMMUNICATIONSINCN 0.5%
Value ($000) $3,217 Shares 11,174 Est. Cost $254.19 Unrealized +5.9%
IHS MARKIT LTD 0.5%
Value ($000) $3,162 Shares 89,283 Est. Cost $35.42 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.5%
Value ($000) $3,034 Shares 124,250 Est. Cost $27.79 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,955 Shares 32,744 Est. Cost $54.07 Unrealized +7.6%
AMT AMERICAN TOWERCORPNEW 0.4%
Value ($000) $2,938 Shares 27,800 Est. Cost $87.60 Unrealized -1.4%
VTR VENTAS INC 0.4%
Value ($000) $2,723 Shares 43,550 Est. Cost $36.95 Unrealized +15.2%
CCEP COCA COLA EUROPEAN PARTNERS 0.4%
Value ($000) $2,659 Shares 84,682 Est. Cost $28.88 Unrealized -5.9%
TD AMERITRADE HLDG CORP 0.4%
Value ($000) $2,616 Shares 59,993 Est. Cost $36.03 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $2,448 Shares 80,989 Est. Cost $19.99 Unrealized +15.3%
JOHNSON CTLS INTL PLC 0.4%
Value ($000) $2,365 Shares 57,417 Est. Cost $41.19 Unrealized
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $2,346 Shares 34,099 Est. Cost $70.53 Unrealized
T AT&T INC 0.4%
Value ($000) $2,332 Shares 54,822 Est. Cost $11.81 Unrealized +30.9%
GEO GEO GROUP INC NEW 0.4%
Value ($000) $2,300 Shares 64,000 Est. Cost $12.12 Unrealized +6.1%
ORBITAL ATK INC 0.3%
Value ($000) $2,202 Shares 25,100 Est. Cost $79.98 Unrealized
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $2,155 Shares 82,502 Est. Cost $26.68 Unrealized 0.0%
TRNO TERRENO RLTY CORP 0.3%
Value ($000) $2,077 Shares 72,909 Est. Cost $20.07 Unrealized
SYF SYNCHRONY FINL 0.3%
Value ($000) $2,062 Shares 56,839 Est. Cost $22.33 Unrealized +15.0%
CBRE CBRE GROUP INC 0.3%
Value ($000) $1,985 Shares 63,040 Est. Cost $28.58 Unrealized +1.3%
EMBJ EMBRAER S A 0.3%
Value ($000) $1,888 Shares 98,059 Est. Cost $17.25 Unrealized
UE URBAN EDGE PPTYS 0.2%
Value ($000) $1,632 Shares 59,339 Est. Cost $24.29 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $1,475 Shares 20,500 Est. Cost $55.30 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $1,262 Shares 20,155 Est. Cost $31.72 Unrealized +31.7%
RF REGIONSFINLCORPNEW 0.2%
Value ($000) $1,259 Shares 87,649 Est. Cost $6.86 Unrealized +28.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,150 Shares 17,000 Est. Cost $33.98 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,079 Shares 13,900 Est. Cost $47.59 Unrealized +10.7%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $1,031 Shares 16,016 Est. Cost $45.99 Unrealized -4.2%
LIBERTY GLOBAL PLC 0.2%
Value ($000) $1,030 Shares 34,686 Est. Cost $32.74 Unrealized
DISCOVERY COMMUNICATNS NEW 0.1%
Value ($000) $806 Shares 30,084 Est. Cost $26.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $770 Shares 4,814 Est. Cost $66.01 Unrealized +95.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $744 Shares 10,445 Est. Cost $58.19 Unrealized +7.2%
MMM 3M CO 0.1%
Value ($000) $699 Shares 3,912 Est. Cost $85.77 Unrealized +23.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $667 Shares 9,657 Est. Cost $21.49 Unrealized +24.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $612 Shares 12,200 Est. Cost $32.04 Unrealized +8.5%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $582 Shares 6,790 Est. Cost $42.55 Unrealized +16.1%
INDA ISHARES TR 0.1%
Value ($000) $560 Shares 20,900 Est. Cost $26.79 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $548 Shares 8,027 Est. Cost $41.39 Unrealized +3.3%
GM GENERALMTRSCO 0.1%
Value ($000) $519 Shares 14,900 Est. Cost $24.48 Unrealized +15.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $479 Shares 2,000 Est. Cost $167.76 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $460 Shares 6,000 Est. Cost $49.97 Unrealized -1.1%
LIBERTY INTERACTIVE CORP 0.1%
Value ($000) $429 Shares 21,464 Est. Cost $20.01 Unrealized
AMCX AMC NETWORKS INC 0.1%
Value ($000) $427 Shares 8,151 Est. Cost $54.51 Unrealized -4.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $418 Shares 3,501 Est. Cost $19.69 Unrealized +20.5%
PRAXAIR INC 0.1%
Value ($000) $401 Shares 3,426 Est. Cost $119.13 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $376 Shares 7,468 Est. Cost $29.89 Unrealized +14.5%
ADIENT PLC 0.1%
Value ($000) $336 Shares 5,741 Est. Cost $58.53 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $333 Shares 2,841 Est. Cost $83.76 Unrealized +23.2%
EXC EXELON CORP 0.0%
Value ($000) $316 Shares 8,914 Est. Cost $15.49 Unrealized +11.3%
MET METLIFE INC 0.0%
Value ($000) $299 Shares 5,555 Est. Cost $30.78 Unrealized +9.6%
BLACKROCK INC 0.0%
Value ($000) $284 Shares 745 Est. Cost $381.21 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $271 Shares 2,048 Est. Cost $108.37 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $262 Shares 3,900 Est. Cost $54.15 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $242 Shares 3,982 Est. Cost $53.40 Unrealized +7.5%
WELL WELLTOWER INC 0.0%
Value ($000) $234 Shares 3,500 Est. Cost $52.47 Unrealized -9.9%
HESS CORP 0.0%
Value ($000) $218 Shares 3,500 Est. Cost $62.29 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $204 Shares 1,770 Est. Cost $73.18 Unrealized +7.4%
EOG EOG RES INC 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $72.36 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $198 Shares 10,500 Est. Cost $11.83 Unrealized -0.2%
HPQ HP INC 0.0%
Value ($000) $168 Shares 11,351 Est. Cost $9.09 Unrealized +23.4%