Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 1, 2017

Total Value ($000): $716,915 (100.0% shares, 0.0% debt)

Holdings (170)

WFC WELLS FARGO CO NEW 8.8%
Value ($000) $62,825 Shares 1,129,739 Est. Cost $43.92 Unrealized -4.0%
GOOGL ALPHABET INC 6.4%
Value ($000) $45,772 Shares 46,337 Est. Cost $47.07 Unrealized 0.0%
NDAQ NASDAQ INC 4.7%
Value ($000) $33,711 Shares 452,137 Est. Cost $20.14 Unrealized +8.1%
BAC BANK AMER CORP 3.8%
Value ($000) $26,939 Shares 1,038,900 Est. Cost $19.41 Unrealized +2.8%
NTES NETEASE INC 3.4%
Value ($000) $24,380 Shares 90,520 Est. Cost $269.65 Unrealized
ORCL ORACLE CORP 3.1%
Value ($000) $22,400 Shares 464,635 Est. Cost $33.43 Unrealized +31.4%
NWS NEWS CORP NEW 2.7%
Value ($000) $19,188 Shares 1,385,382 Est. Cost $11.46 Unrealized +10.6%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $17,929 Shares 120,736 Est. Cost $108.09 Unrealized -10.4%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $16,577 Shares 337,335 Est. Cost $28.36 Unrealized +6.6%
SPG SIMON PPTY GROUP INC NEW 2.3%
Value ($000) $16,398 Shares 100,656 Est. Cost $108.08 Unrealized -5.8%
DELL TECHNOLOGIES INC 2.2%
Value ($000) $16,026 Shares 202,656 Est. Cost $47.90 Unrealized
GIS GENERAL MLS INC 2.2%
Value ($000) $16,025 Shares 314,525 Est. Cost $40.79 Unrealized -0.2%
MDLZ MONDELEZ INTL INC 2.2%
Value ($000) $15,751 Shares 380,000 Est. Cost $35.09 Unrealized -1.2%
YY INC 2.0%
Value ($000) $14,648 Shares 164,087 Est. Cost $46.43 Unrealized
BABA ALIBABA GROUP HOLDG LTD 2.0%
Value ($000) $14,145 Shares 77,247 Est. Cost $140.90 Unrealized
ICLR ICON PLC 2.0%
Value ($000) $14,018 Shares 122,950 Est. Cost $74.51 Unrealized +42.6%
MRK MERCK & CO INC 1.9%
Value ($000) $13,886 Shares 215,427 Est. Cost $36.99 Unrealized +26.2%
EBAY EBAY INC 1.9%
Value ($000) $13,557 Shares 349,050 Est. Cost $29.10 Unrealized +11.2%
TWENTY-FIRST CENTURY FOX INC 1.8%
Value ($000) $13,133 Shares 490,600 Est. Cost $26.12 Unrealized
DELPHI AUTOMOTIVE PLC 1.7%
Value ($000) $12,197 Shares 123,675 Est. Cost $70.30 Unrealized
MCK MCKESSON CORP 1.7%
Value ($000) $12,042 Shares 80,600 Est. Cost $138.50 Unrealized +5.4%
NOMD NOMAD FOODS LTD 1.7%
Value ($000) $11,956 Shares 813,859 Est. Cost $11.45 Unrealized +27.4%
BIDU BAIDU INC 1.6%
Value ($000) $11,359 Shares 43,288 Est. Cost $178.86 Unrealized
OXY OCCIDENTAL PETE CORP DEL 1.5%
Value ($000) $10,888 Shares 168,800 Est. Cost $51.03 Unrealized -4.2%
PLD PROLOGIS INC 1.5%
Value ($000) $10,843 Shares 167,538 Est. Cost $36.69 Unrealized +32.9%
AMG AFFILIATED MANAGERS GROUP 1.5%
Value ($000) $10,600 Shares 54,300 Est. Cost $154.87 Unrealized +11.6%
MLCO MELCO RESORT ENTERTAINMENT L 1.4%
Value ($000) $9,748 Shares 400,000 Est. Cost $19.15 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $9,316 Shares 59,755 Est. Cost $30.44 Unrealized +18.8%
EQIX EQUINIX INC 1.2%
Value ($000) $8,960 Shares 19,827 Est. Cost $278.72 Unrealized +36.9%
CRTO CRITEO SA 1.2%
Value ($000) $8,837 Shares 198,815 Est. Cost $49.04 Unrealized
KRC KILROY RLTY CORP 1.1%
Value ($000) $8,007 Shares 111,680 Est. Cost $63.05 Unrealized
ESRT EMPIRE ST RLTY TR INC 1.0%
Value ($000) $7,058 Shares 342,100 Est. Cost $20.75 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.9%
Value ($000) $6,781 Shares 55,669 Est. Cost $85.21 Unrealized +3.9%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $6,465 Shares 47,160 Est. Cost $88.09 Unrealized +27.5%
AXON AXON ENTERPRISE INC 0.9%
Value ($000) $6,455 Shares 270,982 Est. Cost $24.03 Unrealized -2.6%
FDX FEDEX CORP 0.9%
Value ($000) $6,403 Shares 29,000 Est. Cost $132.31 Unrealized +39.7%
INTERXION HOLDING N.V 0.8%
Value ($000) $5,781 Shares 112,209 Est. Cost $36.72 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.7%
Value ($000) $5,311 Shares 60,643 Est. Cost $57.10 Unrealized
EQR EQUITY RESIDENTIAL 0.7%
Value ($000) $5,289 Shares 79,650 Est. Cost $47.68 Unrealized +3.0%
ESS ESSEX PPTY TR INC 0.7%
Value ($000) $5,228 Shares 20,206 Est. Cost $189.89 Unrealized +3.5%
DRH DIAMONDROCK HOSPITALITY CO 0.6%
Value ($000) $4,638 Shares 420,880 Est. Cost $10.95 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,586 Shares 55,744 Est. Cost $54.80 Unrealized -0.8%
STARWOOD WAYPOINT HOMES 0.6%
Value ($000) $4,560 Shares 125,100 Est. Cost $36.45 Unrealized
DEI DOUGLAS EMMETT INC 0.6%
Value ($000) $4,557 Shares 113,324 Est. Cost $28.93 Unrealized
FEDERAL REALTY INVT TR 0.5%
Value ($000) $3,942 Shares 31,100 Est. Cost $126.58 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,310 Shares 24,719 Est. Cost $93.39 Unrealized +12.4%
EQUITY COMWLTH 0.5%
Value ($000) $3,288 Shares 107,664 Est. Cost $31.60 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.4%
Value ($000) $3,079 Shares 92,631 Est. Cost $31.90 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $3,048 Shares 83,723 Est. Cost $21.42 Unrealized +3.9%
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,942 Shares 38,564 Est. Cost $57.84 Unrealized +15.3%
REG REGENCY CTRS CORP 0.4%
Value ($000) $2,807 Shares 44,150 Est. Cost $44.76 Unrealized +2.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,615 Shares 22,012 Est. Cost $76.53 Unrealized -0.4%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $2,570 Shares 28,053 Est. Cost $70.04 Unrealized +4.2%
T AT&T INC 0.3%
Value ($000) $2,172 Shares 56,422 Est. Cost $12.29 Unrealized +27.0%
TRNO TERRENO RLTY CORP 0.3%
Value ($000) $2,095 Shares 56,909 Est. Cost $20.07 Unrealized
BDN BRANDYWINE REALTY TRUST 0.3%
Value ($000) $2,046 Shares 114,500 Est. Cost $17.87 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,015 Shares 43,938 Est. Cost $31.62 Unrealized +10.5%
ABBV ABBVIE INC 0.3%
Value ($000) $1,938 Shares 21,255 Est. Cost $33.67 Unrealized +59.4%
DLR DIGITAL REALTY TR INC 0.3%
Value ($000) $1,919 Shares 16,020 Est. Cost $84.78 Unrealized +1.8%
DOWDUPONT INC 0.3%
Value ($000) $1,876 Shares 26,217 Est. Cost $71.56 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,838 Shares 78,700 Est. Cost $29.72 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,825 Shares 18,786 Est. Cost $53.92 Unrealized +36.6%
BXP BOSTON PROPERTIES INC 0.2%
Value ($000) $1,659 Shares 13,050 Est. Cost $85.84 Unrealized -2.4%
HST HOST HOTELS & RESORTS INC 0.2%
Value ($000) $1,623 Shares 87,500 Est. Cost $13.00 Unrealized +1.2%
PEP PEPSICO INC 0.2%
Value ($000) $1,580 Shares 14,265 Est. Cost $82.31 Unrealized +8.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,382 Shares 41,189 Est. Cost $20.31 Unrealized +21.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,366 Shares 7,354 Est. Cost $127.11 Unrealized +8.2%
INTC INTEL CORP 0.2%
Value ($000) $1,362 Shares 34,356 Est. Cost $29.67 Unrealized -0.3%
HD HOME DEPOT INC 0.2%
Value ($000) $1,255 Shares 7,598 Est. Cost $114.37 Unrealized +9.4%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,249 Shares 14,852 Est. Cost $19.92 Unrealized +15.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,146 Shares 13,800 Est. Cost $50.45 Unrealized +10.9%
BA BOEING CO 0.2%
Value ($000) $1,141 Shares 4,372 Est. Cost $158.76 Unrealized +38.9%
AMERICAN CAMPUS CMNTYS INC 0.2%
Value ($000) $1,119 Shares 25,000 Est. Cost $47.32 Unrealized
GGP INC 0.2%
Value ($000) $1,087 Shares 50,252 Est. Cost $22.98 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,071 Shares 16,444 Est. Cost $39.93 Unrealized +8.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $978 Shares 11,400 Est. Cost $48.90 Unrealized +24.4%
UNH UNITEDHEALTH GROUP INCORPORATED 0.1%
Value ($000) $879 Shares 4,514 Est. Cost $66.01 Unrealized +155.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $869 Shares 11,245 Est. Cost $58.86 Unrealized +13.7%
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $868 Shares 11,000 Est. Cost $78.91 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $857 Shares 5,340 Est. Cost $101.70 Unrealized +26.5%
AKR ACADIA RLTY TR 0.1%
Value ($000) $851 Shares 28,305 Est. Cost $27.80 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $770 Shares 13,902 Est. Cost $36.93 Unrealized +17.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $766 Shares 10,253 Est. Cost $60.59 Unrealized +0.4%
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $741 Shares 8,600 Est. Cost $69.54 Unrealized +3.7%
MMM 3M CO 0.1%
Value ($000) $740 Shares 3,412 Est. Cost $85.77 Unrealized +51.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $728 Shares 19,314 Est. Cost $25.70 Unrealized +24.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $718 Shares 13,320 Est. Cost $45.51 Unrealized -7.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $690 Shares 9,470 Est. Cost $56.87 Unrealized +4.1%
GM GENERAL MTRS CO 0.1%
Value ($000) $674 Shares 14,900 Est. Cost $24.48 Unrealized +29.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $666 Shares 6,790 Est. Cost $42.55 Unrealized +28.2%
C CITIGROUP INC 0.1%
Value ($000) $635 Shares 8,449 Est. Cost $44.67 Unrealized +16.2%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $621 Shares 8,027 Est. Cost $42.14 Unrealized +17.3%
DIS WALT DISNEY COMPANY 0.1%
Value ($000) $604 Shares 6,061 Est. Cost $102.97 Unrealized -5.9%
PSX PHILLIPS 66 0.1%
Value ($000) $586 Shares 6,270 Est. Cost $57.25 Unrealized +7.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $570 Shares 3,980 Est. Cost $91.92 Unrealized +13.5%
SO SOUTHERN CO 0.1%
Value ($000) $567 Shares 11,284 Est. Cost $34.23 Unrealized +0.2%
UNITED TECHNOLOGIES CORPORATION 0.1%
Value ($000) $564 Shares 4,775 Est. Cost $112.46 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $560 Shares 6,061 Est. Cost $60.89 Unrealized +7.1%
UNP UNION PACIFIC CORPORATION 0.1%
Value ($000) $525 Shares 4,662 Est. Cost $87.64 Unrealized +1.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $522 Shares 3,501 Est. Cost $19.69 Unrealized +51.0%
UPS UNITED PARCEL SERVICE INC CLASS B 0.1%
Value ($000) $521 Shares 4,414 Est. Cost $78.36 Unrealized +5.7%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $518 Shares 4,037 Est. Cost $78.64 Unrealized +22.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $516 Shares 1,625 Est. Cost $206.79 Unrealized +15.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $509 Shares 2,100 Est. Cost $184.61 Unrealized +1.9%
PRAXAIR INC 0.1%
Value ($000) $482 Shares 3,426 Est. Cost $119.13 Unrealized
MONSANTO CO NEW 0.1%
Value ($000) $478 Shares 4,000 Est. Cost $97.76 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $477 Shares 6,100 Est. Cost $60.01 Unrealized -6.0%
BAP CREDICORP LTD 0.1%
Value ($000) $465 Shares 2,300 Est. Cost $128.96 Unrealized +22.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $458 Shares 6,552 Est. Cost $81.04 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $443 Shares 3,800 Est. Cost $93.45 Unrealized -2.6%
BROADCOM LTD 0.1%
Value ($000) $443 Shares 1,800 Est. Cost $155.20 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $427 Shares 7,871 Est. Cost $38.07 Unrealized -0.8%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $404 Shares 6,570 Est. Cost $61.49 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $392 Shares 6,803 Est. Cost $44.13 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $391 Shares 2,841 Est. Cost $83.76 Unrealized +36.9%
LOW LOWE'S COS INC 0.1%
Value ($000) $386 Shares 4,762 Est. Cost $65.22 Unrealized +0.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $380 Shares 6,852 Est. Cost $46.79 Unrealized -1.2%
V VISA INC 0.1%
Value ($000) $375 Shares 3,496 Est. Cost $63.38 Unrealized +51.0%
ANNALY CAP MGMT INC 0.1%
Value ($000) $371 Shares 30,800 Est. Cost $12.05 Unrealized
MPC MARATHON PETE CORPORATION 0.1%
Value ($000) $364 Shares 6,468 Est. Cost $31.38 Unrealized +31.7%
PSA PUBLIC STORAGE 0.1%
Value ($000) $362 Shares 1,698 Est. Cost $160.59 Unrealized -8.7%
TIME WARNER INC 0.1%
Value ($000) $360 Shares 3,480 Est. Cost $98.28 Unrealized
APD AIR PRODS AND CHEMS INC 0.0%
Value ($000) $358 Shares 2,334 Est. Cost $113.15 Unrealized +5.3%
IP INTL PAPER CO 0.0%
Value ($000) $352 Shares 6,110 Est. Cost $34.17 Unrealized +6.8%
EXC EXELON CORP 0.0%
Value ($000) $341 Shares 8,914 Est. Cost $15.49 Unrealized +29.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $326 Shares 4,498 Est. Cost $47.39 Unrealized +11.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $317 Shares 5,000 Est. Cost $48.01 Unrealized +2.5%
ETN EATON CORP PLC 0.0%
Value ($000) $304 Shares 3,900 Est. Cost $54.15 Unrealized +17.9%
MS MORGAN STANLEY 0.0%
Value ($000) $302 Shares 6,100 Est. Cost $34.31 Unrealized +5.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $300 Shares 6,300 Est. Cost $35.33 Unrealized -8.0%
MET METLIFE INC 0.0%
Value ($000) $295 Shares 5,555 Est. Cost $30.78 Unrealized +19.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $290 Shares 4,700 Est. Cost $51.16 Unrealized -2.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $286 Shares 2,600 Est. Cost $71.74 Unrealized +0.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $282 Shares 2,063 Est. Cost $91.30 Unrealized +5.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $280 Shares 6,500 Est. Cost $34.19 Unrealized -3.8%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $278 Shares 2,360 Est. Cost $112.62 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $276 Shares 3,982 Est. Cost $53.40 Unrealized +25.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $276 Shares 8,040 Est. Cost $23.02 Unrealized +2.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $269 Shares 1,712 Est. Cost $129.39 Unrealized +8.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $266 Shares 2,332 Est. Cost $84.40 Unrealized +6.2%
CB CHUBB LIMITED 0.0%
Value ($000) $257 Shares 1,748 Est. Cost $108.37 Unrealized +15.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $257 Shares 2,797 Est. Cost $69.17 Unrealized +10.8%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $255 Shares 1,300 Est. Cost $152.63 Unrealized +12.1%
BLACKROCK INC 0.0%
Value ($000) $254 Shares 545 Est. Cost $381.21 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $254 Shares 2,500 Est. Cost $61.66 Unrealized +16.5%
META FACEBOOK INC 0.0%
Value ($000) $250 Shares 1,457 Est. Cost $107.89 Unrealized +53.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $249 Shares 6,000 Est. Cost $34.45 Unrealized -3.1%
CME CME GROUP INC 0.0%
Value ($000) $243 Shares 1,770 Est. Cost $73.18 Unrealized +27.1%
SYK STRYKER CORP 0.0%
Value ($000) $240 Shares 1,658 Est. Cost $114.51 Unrealized +14.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $240 Shares 1,583 Est. Cost $104.58 Unrealized +11.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $239 Shares 4,951 Est. Cost $32.56 Unrealized +4.6%
ELV ANTHEM INC 0.0%
Value ($000) $239 Shares 1,269 Est. Cost $141.45 Unrealized +20.5%
WELL WELLTOWER INC 0.0%
Value ($000) $238 Shares 3,500 Est. Cost $52.47 Unrealized +2.8%
NKE NIKE INC 0.0%
Value ($000) $234 Shares 4,548 Est. Cost $48.97 Unrealized +2.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $233 Shares 1,600 Est. Cost $93.05 Unrealized +35.8%
HPQ HP INC 0.0%
Value ($000) $233 Shares 11,351 Est. Cost $9.09 Unrealized +58.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $231 Shares 3,200 Est. Cost $33.39 Unrealized -5.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $228 Shares 2,773 Est. Cost $54.67 Unrealized +12.1%
PPG PPG INDS INC 0.0%
Value ($000) $225 Shares 2,000 Est. Cost $85.88 Unrealized +6.0%
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $221 Shares 21,000 Est. Cost $11.33 Unrealized
BB&T CORP 0.0%
Value ($000) $220 Shares 4,618 Est. Cost $44.39 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $220 Shares 1,696 Est. Cost $98.76 Unrealized +4.0%
SYY SYSCO CORP 0.0%
Value ($000) $214 Shares 3,976 Est. Cost $42.05 Unrealized -0.5%
SRE SEMPRA ENERGY 0.0%
Value ($000) $212 Shares 1,865 Est. Cost $39.94 Unrealized +10.5%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $211 Shares 1,800 Est. Cost $78.06 Unrealized +11.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $206 Shares 2,678 Est. Cost $65.63 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $204 Shares 4,263 Est. Cost $37.06 Unrealized 0.0%
QIWI PLC SPONSORED ADR CLASS B 0.0%
Value ($000) $201 Shares 11,811 Est. Cost $17.02 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $200 Shares 1,509 Est. Cost $117.68 Unrealized +2.1%
WESTROCK CO. 0.0%
Value ($000) $200 Shares 3,400 Est. Cost $58.82 Unrealized