Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 18, 2018

Total Value ($000): $734,051 (100.0% shares, 0.0% debt)

Holdings (164)

WFC WELLS FARGO CO NEW 10.7%
Value ($000) $78,192 Shares 1,491,925 Est. Cost $45.31 Unrealized +5.3%
NDAQ NASDAQ INC 7.0%
Value ($000) $51,113 Shares 592,816 Est. Cost $20.78 Unrealized +15.0%
MRK MERCK & CO INC 4.9%
Value ($000) $35,745 Shares 656,227 Est. Cost $40.90 Unrealized +3.3%
GOOGL ALPHABET INC 4.7%
Value ($000) $34,772 Shares 33,527 Est. Cost $47.07 Unrealized +16.9%
MDLZ MONDELEZ INTL INC 4.7%
Value ($000) $34,552 Shares 828,000 Est. Cost $35.13 Unrealized +2.0%
NWS NEWS CORP NEW 3.5%
Value ($000) $25,525 Shares 1,585,382 Est. Cost $11.77 Unrealized +30.5%
NOMD NOMAD FOODS LTD 3.2%
Value ($000) $23,373 Shares 1,484,959 Est. Cost $13.64 Unrealized +21.2%
ORCL ORACLE CORP 3.0%
Value ($000) $21,973 Shares 480,275 Est. Cost $34.01 Unrealized +30.1%
VZ VERIZON COMMUNICATIONS INC 3.0%
Value ($000) $21,655 Shares 452,835 Est. Cost $30.13 Unrealized +9.6%
BAC BANK AMER CORP 2.5%
Value ($000) $18,681 Shares 622,900 Est. Cost $20.64 Unrealized +26.3%
NTES NETEASE INC 2.5%
Value ($000) $18,431 Shares 65,732 Est. Cost $273.20 Unrealized
FDX FEDEX CORP 2.2%
Value ($000) $16,231 Shares 67,600 Est. Cost $180.83 Unrealized +21.9%
SPG SIMON PPTY GROUP INC NEW 2.1%
Value ($000) $15,629 Shares 101,256 Est. Cost $107.91 Unrealized -3.8%
OXY OCCIDENTAL PETE CORP DEL 2.0%
Value ($000) $14,947 Shares 230,100 Est. Cost $52.64 Unrealized +9.1%
AMG AFFILIATED MANAGERS GROUP 2.0%
Value ($000) $14,484 Shares 76,400 Est. Cost $165.52 Unrealized +14.6%
VIPS VIPSHOP HLDGS LTD 1.9%
Value ($000) $14,032 Shares 844,290 Est. Cost $11.71 Unrealized
EBAY EBAY INC 1.8%
Value ($000) $13,378 Shares 332,450 Est. Cost $29.90 Unrealized +23.2%
QIWI PLC 1.8%
Value ($000) $13,131 Shares 687,132 Est. Cost $17.10 Unrealized
MCK MCKESSON CORP 1.8%
Value ($000) $12,960 Shares 92,000 Est. Cost $138.58 Unrealized +5.7%
APTIV PLC 1.7%
Value ($000) $12,319 Shares 144,975 Est. Cost $84.81 Unrealized
PLD PROLOGIS INC 1.6%
Value ($000) $11,775 Shares 186,938 Est. Cost $38.62 Unrealized +29.1%
BABA ALIBABA GROUP HLDG LTD 1.5%
Value ($000) $11,118 Shares 60,574 Est. Cost $140.90 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $10,782 Shares 64,261 Est. Cost $32.78 Unrealized +23.3%
BITAUTO HLDGS LTD 1.4%
Value ($000) $10,344 Shares 489,100 Est. Cost $21.15 Unrealized
SNA SNAP ON INC 1.4%
Value ($000) $10,077 Shares 68,300 Est. Cost $131.83 Unrealized +1.8%
YY INC 1.2%
Value ($000) $8,867 Shares 84,287 Est. Cost $46.43 Unrealized
AXON AXON ENTERPRISE INC 1.1%
Value ($000) $7,876 Shares 200,367 Est. Cost $24.03 Unrealized +29.8%
EQR EQUITY RESIDENTIAL 1.0%
Value ($000) $7,336 Shares 119,050 Est. Cost $46.80 Unrealized -5.5%
ESRT EMPIRE ST RLTY TR INC 0.9%
Value ($000) $6,530 Shares 388,900 Est. Cost $20.38 Unrealized
KRC KILROY RLTY CORP 0.8%
Value ($000) $6,130 Shares 86,380 Est. Cost $63.05 Unrealized
ESS ESSEX PPTY TR INC 0.8%
Value ($000) $6,018 Shares 25,006 Est. Cost $186.71 Unrealized -5.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.7%
Value ($000) $5,142 Shares 41,169 Est. Cost $85.21 Unrealized +8.9%
FEDERAL REALTY INVT TR 0.7%
Value ($000) $5,074 Shares 43,700 Est. Cost $125.07 Unrealized
REG REGENCY CTRS CORP 0.6%
Value ($000) $4,715 Shares 79,950 Est. Cost $44.57 Unrealized -1.7%
DEI DOUGLAS EMMETT INC 0.6%
Value ($000) $4,585 Shares 124,724 Est. Cost $29.91 Unrealized
BDN BRANDYWINE RLTY TR 0.6%
Value ($000) $4,454 Shares 280,500 Est. Cost $17.00 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.6%
Value ($000) $4,445 Shares 50,643 Est. Cost $59.18 Unrealized
INTERXION HOLDING N.V 0.6%
Value ($000) $4,230 Shares 68,109 Est. Cost $36.72 Unrealized
DRH DIAMONDROCK HOSPITALITY CO 0.6%
Value ($000) $4,206 Shares 402,880 Est. Cost $11.01 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,167 Shares 55,844 Est. Cost $55.36 Unrealized +0.7%
BXP BOSTON PROPERTIES INC 0.6%
Value ($000) $4,159 Shares 33,750 Est. Cost $86.22 Unrealized -1.3%
HCP INC 0.5%
Value ($000) $3,831 Shares 164,900 Est. Cost $23.23 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $3,364 Shares 31,920 Est. Cost $82.42 Unrealized -2.9%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,282 Shares 35,964 Est. Cost $57.84 Unrealized +45.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,206 Shares 25,019 Est. Cost $93.60 Unrealized +15.8%
PFE PFIZER INC 0.4%
Value ($000) $2,890 Shares 81,423 Est. Cost $21.42 Unrealized +13.2%
HST HOST HOTELS & RESORTS INC 0.4%
Value ($000) $2,716 Shares 145,700 Est. Cost $13.59 Unrealized +6.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,659 Shares 23,312 Est. Cost $77.04 Unrealized +10.4%
EQUITY COMWLTH 0.3%
Value ($000) $2,541 Shares 82,864 Est. Cost $31.51 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,400 Shares 16,510 Est. Cost $88.09 Unrealized +30.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,375 Shares 29,953 Est. Cost $70.21 Unrealized -3.3%
RETAIL PPTYS AMER INC 0.3%
Value ($000) $2,347 Shares 201,300 Est. Cost $11.66 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,290 Shares 20,825 Est. Cost $60.61 Unrealized +50.8%
T AT&T INC 0.3%
Value ($000) $2,111 Shares 59,222 Est. Cost $12.64 Unrealized +25.1%
TRNO TERRENO RLTY CORP 0.3%
Value ($000) $1,964 Shares 56,909 Est. Cost $20.07 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,873 Shares 43,138 Est. Cost $31.62 Unrealized +10.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,678 Shares 10,936 Est. Cost $108.09 Unrealized -0.7%
ABBV ABBVIE INC 0.2%
Value ($000) $1,605 Shares 16,955 Est. Cost $33.67 Unrealized +133.2%
PEP PEPSICO INC 0.2%
Value ($000) $1,579 Shares 14,465 Est. Cost $82.54 Unrealized +8.1%
ELME WASHINGTON REAL ESTATE INVT 0.2%
Value ($000) $1,524 Shares 55,831 Est. Cost $31.32 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $1,485 Shares 23,314 Est. Cost $71.56 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,441 Shares 33,589 Est. Cost $20.49 Unrealized +63.3%
HD HOME DEPOT INC 0.2%
Value ($000) $1,390 Shares 7,798 Est. Cost $115.40 Unrealized +34.1%
INTC INTEL CORP 0.2%
Value ($000) $1,336 Shares 25,656 Est. Cost $29.67 Unrealized +35.0%
AMGN AMGEN INC 0.2%
Value ($000) $1,322 Shares 7,754 Est. Cost $127.68 Unrealized +13.1%
BA BOEING CO 0.2%
Value ($000) $1,270 Shares 3,872 Est. Cost $158.76 Unrealized +103.4%
AMERICAN CAMPUS CMNTYS INC 0.2%
Value ($000) $1,170 Shares 30,300 Est. Cost $45.80 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,116 Shares 17,900 Est. Cost $36.57 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,093 Shares 14,500 Est. Cost $50.71 Unrealized +16.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,052 Shares 4,914 Est. Cost $75.78 Unrealized +165.4%
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,043 Shares 12,535 Est. Cost $87.56 Unrealized +0.3%
WMT WALMART INC 0.1%
Value ($000) $1,019 Shares 11,452 Est. Cost $19.92 Unrealized +42.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $999 Shares 12,456 Est. Cost $59.46 Unrealized +13.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $996 Shares 15,744 Est. Cost $39.93 Unrealized +20.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $914 Shares 11,800 Est. Cost $51.46 Unrealized +8.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $910 Shares 9,061 Est. Cost $101.66 Unrealized -0.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $855 Shares 25,014 Est. Cost $26.89 Unrealized +18.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $850 Shares 3,027 Est. Cost $263.40 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $837 Shares 3,812 Est. Cost $91.98 Unrealized +63.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $788 Shares 5,040 Est. Cost $101.70 Unrealized +34.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $751 Shares 11,600 Est. Cost $51.22 Unrealized +8.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $727 Shares 9,400 Est. Cost $70.03 Unrealized +2.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $722 Shares 10,070 Est. Cost $57.07 Unrealized +4.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $706 Shares 11,353 Est. Cost $60.17 Unrealized -7.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $683 Shares 12,320 Est. Cost $45.51 Unrealized +14.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $676 Shares 5,375 Est. Cost $114.24 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $673 Shares 9,970 Est. Cost $62.40 Unrealized
CHINA BIOLOGIC PRODS HLDGS I 0.1%
Value ($000) $665 Shares 8,208 Est. Cost $78.70 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $649 Shares 6,770 Est. Cost $58.14 Unrealized +22.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $619 Shares 4,280 Est. Cost $93.43 Unrealized +25.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $617 Shares 1,825 Est. Cost $211.92 Unrealized +30.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $612 Shares 5,790 Est. Cost $42.55 Unrealized +62.1%
C CITIGROUP INC 0.1%
Value ($000) $597 Shares 8,849 Est. Cost $45.21 Unrealized +27.5%
UNP UNION PAC CORP 0.1%
Value ($000) $586 Shares 4,362 Est. Cost $89.14 Unrealized +26.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $578 Shares 5,561 Est. Cost $60.89 Unrealized +42.6%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $568 Shares 6,127 Est. Cost $42.14 Unrealized +61.7%
ANSYS INC 0.1%
Value ($000) $541 Shares 3,450 Est. Cost $156.81 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $537 Shares 11,925 Est. Cost $40.79 Unrealized +0.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $536 Shares 9,252 Est. Cost $46.95 Unrealized +3.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $535 Shares 5,114 Est. Cost $79.45 Unrealized +7.6%
BAP CREDICORP LTD 0.1%
Value ($000) $522 Shares 2,300 Est. Cost $128.96 Unrealized +41.9%
GM GENERAL MTRS CO 0.1%
Value ($000) $516 Shares 14,200 Est. Cost $25.19 Unrealized +41.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $509 Shares 7,773 Est. Cost $79.79 Unrealized
NDSN NORDSON CORP 0.1%
Value ($000) $500 Shares 3,669 Est. Cost $129.93 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $490 Shares 3,001 Est. Cost $19.69 Unrealized +61.0%
SO SOUTHERN CO 0.1%
Value ($000) $482 Shares 10,784 Est. Cost $34.23 Unrealized -6.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $473 Shares 6,468 Est. Cost $31.38 Unrealized +71.3%
LOW LOWES COS INC 0.1%
Value ($000) $444 Shares 5,062 Est. Cost $65.57 Unrealized +24.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $436 Shares 2,841 Est. Cost $83.76 Unrealized +68.1%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $434 Shares 6,962 Est. Cost $59.19 Unrealized -17.3%
DELL TECHNOLOGIES INC 0.1%
Value ($000) $430 Shares 5,867 Est. Cost $47.90 Unrealized
BROADCOM LTD 0.1%
Value ($000) $424 Shares 1,800 Est. Cost $155.20 Unrealized
V VISA INC 0.1%
Value ($000) $418 Shares 3,496 Est. Cost $63.38 Unrealized +81.1%
WAT WATERS CORP 0.1%
Value ($000) $417 Shares 2,100 Est. Cost $206.81 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $379 Shares 2,012 Est. Cost $133.13 Unrealized +27.1%
TIME WARNER INC 0.1%
Value ($000) $376 Shares 3,980 Est. Cost $97.45 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $376 Shares 5,500 Est. Cost $49.22 Unrealized +19.8%
TGT TARGET CORP 0.1%
Value ($000) $368 Shares 5,303 Est. Cost $44.13 Unrealized +32.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $363 Shares 3,300 Est. Cost $93.45 Unrealized -7.8%
IP INTL PAPER CO 0.0%
Value ($000) $353 Shares 6,610 Est. Cost $34.43 Unrealized +13.9%
ETN EATON CORP PLC 0.0%
Value ($000) $352 Shares 4,400 Est. Cost $55.53 Unrealized +26.6%
NKE NIKE INC 0.0%
Value ($000) $349 Shares 5,248 Est. Cost $49.34 Unrealized +20.8%
PSA PUBLIC STORAGE 0.0%
Value ($000) $340 Shares 1,698 Est. Cost $160.59 Unrealized -12.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $330 Shares 4,900 Est. Cost $56.42 Unrealized -8.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $327 Shares 1,300 Est. Cost $184.61 Unrealized +18.3%
PRAXAIR INC 0.0%
Value ($000) $321 Shares 2,226 Est. Cost $119.13 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $306 Shares 8,695 Est. Cost $33.83 Unrealized -6.1%
MS MORGAN STANLEY 0.0%
Value ($000) $297 Shares 5,500 Est. Cost $34.31 Unrealized +27.3%
ANNALY CAP MGMT INC 0.0%
Value ($000) $294 Shares 28,200 Est. Cost $12.04 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $288 Shares 3,800 Est. Cost $79.13 Unrealized 0.0%
GGP INC 0.0%
Value ($000) $285 Shares 13,952 Est. Cost $22.98 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $281 Shares 8,040 Est. Cost $23.02 Unrealized +12.5%
SYY SYSCO CORP 0.0%
Value ($000) $280 Shares 4,676 Est. Cost $42.61 Unrealized +15.6%
ELV ANTHEM INC 0.0%
Value ($000) $279 Shares 1,269 Est. Cost $141.45 Unrealized +49.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $279 Shares 1,783 Est. Cost $107.53 Unrealized +27.3%
EXC EXELON CORP 0.0%
Value ($000) $278 Shares 7,114 Est. Cost $15.49 Unrealized +32.5%
WWD WOODWARD INC 0.0%
Value ($000) $275 Shares 3,842 Est. Cost $71.56 Unrealized 0.0%
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $272 Shares 1,769 Est. Cost $157.16 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $272 Shares 2,300 Est. Cost $74.51 Unrealized +53.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $269 Shares 2,600 Est. Cost $71.74 Unrealized +7.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $265 Shares 2,332 Est. Cost $84.40 Unrealized +16.8%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $261 Shares 3,798 Est. Cost $47.39 Unrealized +7.6%
NUE NUCOR CORP 0.0%
Value ($000) $255 Shares 4,175 Est. Cost $48.98 Unrealized +13.9%
MET METLIFE INC 0.0%
Value ($000) $255 Shares 5,555 Est. Cost $30.78 Unrealized +20.3%
CSX CSX CORP 0.0%
Value ($000) $253 Shares 4,535 Est. Cost $15.87 Unrealized +5.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $250 Shares 3,981 Est. Cost $48.46 Unrealized +11.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $245 Shares 1,400 Est. Cost $93.05 Unrealized +75.9%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $244 Shares 3,400 Est. Cost $56.22 Unrealized +11.0%
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $239 Shares 21,000 Est. Cost $11.33 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $235 Shares 1,458 Est. Cost $114.51 Unrealized +29.1%
AETNA INC NEW 0.0%
Value ($000) $231 Shares 1,366 Est. Cost $181.55 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $231 Shares 661 Est. Cost $263.02 Unrealized +11.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $230 Shares 1,696 Est. Cost $98.76 Unrealized +24.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $227 Shares 3,400 Est. Cost $66.14 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $224 Shares 3,100 Est. Cost $72.26 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $223 Shares 2,000 Est. Cost $85.88 Unrealized +15.9%
HPQ HP INC 0.0%
Value ($000) $222 Shares 10,132 Est. Cost $9.09 Unrealized +90.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $214 Shares 1,300 Est. Cost $136.97 Unrealized -9.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $212 Shares 3,900 Est. Cost $51.16 Unrealized -6.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $212 Shares 1,334 Est. Cost $114.51 Unrealized +18.5%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $209 Shares 4,151 Est. Cost $32.56 Unrealized +15.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $206 Shares 1,363 Est. Cost $91.30 Unrealized +29.5%
MONSANTO CO NEW 0.0%
Value ($000) $198 Shares 1,700 Est. Cost $99.07 Unrealized
VEREIT INC 0.0%
Value ($000) $174 Shares 25,000 Est. Cost $7.76 Unrealized