Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 23, 2018

Total Value ($000): $821,866 (100.0% shares, 0.0% debt)

Holdings (165)

WFC WELLS FARGO CO NEW 8.9%
Value ($000) $72,989 Shares 1,314,217 Est. Cost $45.31 Unrealized -4.3%
NDAQ NASDAQ INC 5.7%
Value ($000) $47,201 Shares 516,246 Est. Cost $20.78 Unrealized +28.7%
GOOGL ALPHABET INC 4.6%
Value ($000) $38,105 Shares 33,686 Est. Cost $47.07 Unrealized +14.7%
NOMD NOMAD FOODS LTD 4.6%
Value ($000) $37,982 Shares 1,975,759 Est. Cost $14.55 Unrealized +18.9%
MDLZ MONDELEZ INTL INC 4.4%
Value ($000) $35,865 Shares 873,200 Est. Cost $35.04 Unrealized -4.8%
MRK MERCK & CO INC 4.0%
Value ($000) $32,874 Shares 540,627 Est. Cost $40.90 Unrealized +8.8%
VZ VERIZON COMMUNICATIONS INC 3.3%
Value ($000) $26,747 Shares 530,711 Est. Cost $30.44 Unrealized +5.8%
GENERAL ELECTRIC CO 3.2%
Value ($000) $26,544 Shares 1,946,900 Est. Cost $13.63 Unrealized
EBAY EBAY INC 2.7%
Value ($000) $22,189 Shares 610,850 Est. Cost $32.06 Unrealized +8.0%
NWS NEWS CORP NEW 2.7%
Value ($000) $21,997 Shares 1,385,382 Est. Cost $11.77 Unrealized +25.9%
YY INC 2.6%
Value ($000) $21,568 Shares 214,287 Est. Cost $79.32 Unrealized
DOWDUPONT INC 2.6%
Value ($000) $21,354 Shares 323,373 Est. Cost $66.43 Unrealized
DIS DISNEY WALT CO 2.0%
Value ($000) $16,827 Shares 160,261 Est. Cost $97.42 Unrealized -0.3%
SPG SIMON PPTY GROUP INC NEW 1.9%
Value ($000) $15,609 Shares 91,556 Est. Cost $107.91 Unrealized -2.5%
MCK MCKESSON CORP 1.8%
Value ($000) $14,794 Shares 110,700 Est. Cost $138.44 Unrealized -0.5%
SNPS SYNOPSYS INC 1.7%
Value ($000) $14,367 Shares 167,600 Est. Cost $87.18 Unrealized -0.0%
BAC BANK AMER CORP 1.7%
Value ($000) $13,965 Shares 494,500 Est. Cost $20.64 Unrealized +20.4%
XRAY DENTSPLY SIRONA INC 1.7%
Value ($000) $13,832 Shares 315,449 Est. Cost $46.97 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 1.7%
Value ($000) $13,568 Shares 375,500 Est. Cost $11.72 Unrealized 0.0%
APTIV PLC 1.6%
Value ($000) $13,243 Shares 144,275 Est. Cost $84.81 Unrealized
FDX FEDEX CORP 1.5%
Value ($000) $12,488 Shares 54,900 Est. Cost $180.83 Unrealized +19.7%
SNA SNAP ON INC 1.5%
Value ($000) $12,430 Shares 77,200 Est. Cost $130.97 Unrealized -5.0%
BABA ALIBABA GROUP HLDG LTD 1.4%
Value ($000) $11,816 Shares 63,574 Est. Cost $143.02 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $11,616 Shares 263,175 Est. Cost $34.01 Unrealized +21.1%
FTI TECHNIPFMC PLC 1.4%
Value ($000) $11,129 Shares 350,000 Est. Cost $22.11 Unrealized 0.0%
META FACEBOOK INC 1.3%
Value ($000) $10,434 Shares 53,600 Est. Cost $179.45 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 1.2%
Value ($000) $10,161 Shares 159,250 Est. Cost $46.82 Unrealized +0.1%
PLD PROLOGIS INC 1.2%
Value ($000) $9,617 Shares 146,138 Est. Cost $38.62 Unrealized +34.6%
EEFT EURONET WORLDWIDE INC 1.2%
Value ($000) $9,599 Shares 114,382 Est. Cost $80.91 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 1.1%
Value ($000) $8,936 Shares 60,000 Est. Cost $165.52 Unrealized -2.9%
HCP INC 0.9%
Value ($000) $7,651 Shares 295,800 Est. Cost $24.40 Unrealized
BXP BOSTON PROPERTIES INC 0.9%
Value ($000) $7,030 Shares 55,950 Est. Cost $85.94 Unrealized -0.5%
ESRT EMPIRE ST RLTY TR INC 0.8%
Value ($000) $6,662 Shares 388,900 Est. Cost $20.38 Unrealized
KRC KILROY RLTY CORP 0.8%
Value ($000) $6,447 Shares 85,080 Est. Cost $63.05 Unrealized
FEDERAL REALTY INVT TR 0.8%
Value ($000) $6,364 Shares 50,200 Est. Cost $125.29 Unrealized
ESS ESSEX PPTY TR INC 0.8%
Value ($000) $6,300 Shares 26,306 Est. Cost $186.54 Unrealized -1.7%
DRH DIAMONDROCK HOSPITALITY CO 0.6%
Value ($000) $4,689 Shares 381,180 Est. Cost $11.01 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.6%
Value ($000) $4,662 Shares 50,643 Est. Cost $59.18 Unrealized
VIPS VIPSHOP HLDGS LTD 0.6%
Value ($000) $4,528 Shares 416,554 Est. Cost $11.71 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,454 Shares 53,744 Est. Cost $55.36 Unrealized +1.4%
BDN BRANDYWINE RLTY TR 0.5%
Value ($000) $4,434 Shares 262,200 Est. Cost $17.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $4,420 Shares 21,300 Est. Cost $208.02 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.5%
Value ($000) $4,319 Shares 34,169 Est. Cost $85.21 Unrealized +10.5%
HEALTHCARE RLTY TR 0.5%
Value ($000) $4,116 Shares 141,300 Est. Cost $29.13 Unrealized
HST HOST HOTELS & RESORTS INC 0.5%
Value ($000) $4,086 Shares 193,600 Est. Cost $14.01 Unrealized +9.2%
REG REGENCY CTRS CORP 0.5%
Value ($000) $3,853 Shares 61,950 Est. Cost $44.57 Unrealized -3.5%
BITAUTO HLDGS LTD 0.5%
Value ($000) $3,764 Shares 158,000 Est. Cost $21.15 Unrealized
INTERXION HOLDING N.V 0.5%
Value ($000) $3,709 Shares 59,309 Est. Cost $36.72 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $3,536 Shares 19,070 Est. Cost $32.78 Unrealized +30.4%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,405 Shares 34,464 Est. Cost $57.84 Unrealized +55.2%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $3,311 Shares 29,620 Est. Cost $82.42 Unrealized -1.4%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $3,294 Shares 22,810 Est. Cost $95.20 Unrealized +19.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,199 Shares 26,319 Est. Cost $93.95 Unrealized +7.2%
PFE PFIZER INC 0.4%
Value ($000) $3,134 Shares 86,223 Est. Cost $21.58 Unrealized +12.6%
DEI DOUGLAS EMMETT INC 0.4%
Value ($000) $3,092 Shares 76,824 Est. Cost $29.91 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,801 Shares 22,112 Est. Cost $77.04 Unrealized +15.7%
EQUITY COMWLTH 0.3%
Value ($000) $2,615 Shares 82,864 Est. Cost $31.51 Unrealized
RETAIL PPTYS AMER INC 0.3%
Value ($000) $2,385 Shares 186,300 Est. Cost $11.66 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,342 Shares 29,953 Est. Cost $70.21 Unrealized -12.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,312 Shares 22,150 Est. Cost $62.31 Unrealized +42.9%
ELME WASHINGTON REAL ESTATE INVT 0.3%
Value ($000) $2,310 Shares 76,031 Est. Cost $31.07 Unrealized
TRNO TERRENO RLTY CORP 0.3%
Value ($000) $2,148 Shares 56,909 Est. Cost $20.07 Unrealized
T AT&T INC 0.3%
Value ($000) $2,089 Shares 64,941 Est. Cost $12.80 Unrealized +13.5%
KO COCA COLA CO 0.2%
Value ($000) $1,979 Shares 45,038 Est. Cost $31.72 Unrealized +7.2%
PEP PEPSICO INC 0.2%
Value ($000) $1,741 Shares 15,965 Est. Cost $82.46 Unrealized -0.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,667 Shares 29,300 Est. Cost $34.87 Unrealized -7.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,582 Shares 8,554 Est. Cost $128.86 Unrealized +8.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,547 Shares 35,889 Est. Cost $21.40 Unrealized +62.3%
HD HOME DEPOT INC 0.2%
Value ($000) $1,524 Shares 7,798 Est. Cost $115.40 Unrealized +34.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,419 Shares 10,136 Est. Cost $108.09 Unrealized -7.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,355 Shares 5,514 Est. Cost $90.62 Unrealized +134.1%
INTC INTEL CORP 0.2%
Value ($000) $1,278 Shares 25,656 Est. Cost $29.67 Unrealized +51.8%
BA BOEING CO 0.1%
Value ($000) $1,201 Shares 3,572 Est. Cost $158.76 Unrealized +108.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,171 Shares 16,500 Est. Cost $50.96 Unrealized +3.5%
ABBV ABBVIE INC 0.1%
Value ($000) $1,128 Shares 12,155 Est. Cost $33.67 Unrealized +109.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,068 Shares 12,456 Est. Cost $59.46 Unrealized +15.3%
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $1,044 Shares 24,300 Est. Cost $45.80 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,029 Shares 31,314 Est. Cost $26.89 Unrealized -0.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,006 Shares 18,144 Est. Cost $40.02 Unrealized +1.5%
WMT WALMART INC 0.1%
Value ($000) $983 Shares 11,452 Est. Cost $19.92 Unrealized +26.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $983 Shares 11,500 Est. Cost $70.70 Unrealized +4.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $885 Shares 5,640 Est. Cost $105.30 Unrealized +28.7%
MMM 3M CO 0.1%
Value ($000) $869 Shares 4,412 Est. Cost $97.17 Unrealized +33.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $824 Shares 10,400 Est. Cost $51.46 Unrealized +9.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $822 Shares 14,620 Est. Cost $45.57 Unrealized +0.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $732 Shares 11,353 Est. Cost $60.17 Unrealized -14.1%
C CITIGROUP INC 0.1%
Value ($000) $721 Shares 10,749 Est. Cost $46.59 Unrealized +13.8%
BAP CREDICORP LTD 0.1%
Value ($000) $699 Shares 3,100 Est. Cost $144.14 Unrealized +30.3%
UNP UNION PAC CORP 0.1%
Value ($000) $690 Shares 4,862 Est. Cost $92.08 Unrealized +27.9%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $673 Shares 5,375 Est. Cost $114.24 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $654 Shares 10,070 Est. Cost $57.07 Unrealized -4.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $638 Shares 9,500 Est. Cost $51.22 Unrealized +7.5%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $637 Shares 5,790 Est. Cost $42.55 Unrealized +60.7%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $635 Shares 8,300 Est. Cost $61.81 Unrealized +6.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $619 Shares 3,701 Est. Cost $22.28 Unrealized +49.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $618 Shares 4,280 Est. Cost $93.43 Unrealized +21.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $614 Shares 5,561 Est. Cost $60.89 Unrealized +43.3%
SO SOUTHERN CO 0.1%
Value ($000) $588 Shares 12,684 Est. Cost $34.03 Unrealized -3.4%
GM GENERAL MTRS CO 0.1%
Value ($000) $560 Shares 14,200 Est. Cost $25.19 Unrealized +39.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $544 Shares 5,114 Est. Cost $79.45 Unrealized +5.4%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $541 Shares 7,070 Est. Cost $62.40 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $540 Shares 1,825 Est. Cost $211.92 Unrealized +23.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $538 Shares 8,551 Est. Cost $55.83 Unrealized -26.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $529 Shares 11,925 Est. Cost $40.79 Unrealized -18.1%
PSA PUBLIC STORAGE 0.1%
Value ($000) $522 Shares 2,298 Est. Cost $158.36 Unrealized -4.0%
ANNALY CAP MGMT INC 0.1%
Value ($000) $519 Shares 50,300 Est. Cost $11.29 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $492 Shares 4,427 Est. Cost $42.14 Unrealized +95.9%
LOW LOWES COS INC 0.1%
Value ($000) $485 Shares 5,062 Est. Cost $65.57 Unrealized +20.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $467 Shares 7,773 Est. Cost $79.79 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $466 Shares 2,841 Est. Cost $83.76 Unrealized +66.3%
V VISA INC 0.1%
Value ($000) $464 Shares 3,496 Est. Cost $63.38 Unrealized +92.6%
PRAXAIR INC 0.1%
Value ($000) $464 Shares 2,926 Est. Cost $128.57 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $453 Shares 9,252 Est. Cost $46.95 Unrealized +2.4%
PSX PHILLIPS 66 0.1%
Value ($000) $447 Shares 3,970 Est. Cost $58.14 Unrealized +43.0%
WY WEYERHAEUSER CO 0.1%
Value ($000) $429 Shares 11,740 Est. Cost $24.30 Unrealized +11.4%
NKE NIKE INC 0.1%
Value ($000) $419 Shares 5,248 Est. Cost $49.34 Unrealized +29.4%
EXC EXELON CORP 0.0%
Value ($000) $406 Shares 9,514 Est. Cost $17.12 Unrealized +28.3%
HUYA HUYA INC 0.0%
Value ($000) $405 Shares 12,300 Est. Cost $32.93 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $404 Shares 5,303 Est. Cost $44.13 Unrealized +35.2%
USB US BANCORP DEL 0.0%
Value ($000) $399 Shares 7,971 Est. Cost $37.25 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $395 Shares 2,534 Est. Cost $124.48 Unrealized +8.9%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $386 Shares 4,600 Est. Cost $52.64 Unrealized +26.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $381 Shares 5,500 Est. Cost $49.22 Unrealized +19.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $354 Shares 5,098 Est. Cost $48.43 Unrealized +6.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $348 Shares 3,300 Est. Cost $93.45 Unrealized -15.0%
IP INTL PAPER CO 0.0%
Value ($000) $345 Shares 6,610 Est. Cost $34.43 Unrealized +5.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $343 Shares 3,600 Est. Cost $39.56 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $337 Shares 1,612 Est. Cost $133.13 Unrealized +33.5%
KN KNOWLES CORP 0.0%
Value ($000) $336 Shares 21,890 Est. Cost $13.80 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $329 Shares 4,400 Est. Cost $55.53 Unrealized +20.7%
NTES NETEASE INC 0.0%
Value ($000) $329 Shares 1,298 Est. Cost $273.20 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $320 Shares 4,676 Est. Cost $42.61 Unrealized +22.7%
QIWI PLC 0.0%
Value ($000) $319 Shares 20,214 Est. Cost $17.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $313 Shares 2,332 Est. Cost $84.40 Unrealized +27.7%
CME CME GROUP INC 0.0%
Value ($000) $307 Shares 1,870 Est. Cost $124.75 Unrealized 0.0%
ELV ANTHEM INC 0.0%
Value ($000) $303 Shares 1,269 Est. Cost $141.45 Unrealized +48.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $293 Shares 2,163 Est. Cost $98.81 Unrealized +12.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $291 Shares 8,695 Est. Cost $33.83 Unrealized -13.5%
CSX CSX CORP 0.0%
Value ($000) $290 Shares 4,535 Est. Cost $15.87 Unrealized +17.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $276 Shares 1,400 Est. Cost $93.05 Unrealized +93.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $272 Shares 3,868 Est. Cost $31.38 Unrealized +91.3%
BLACKROCK INC 0.0%
Value ($000) $272 Shares 545 Est. Cost $499.08 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $261 Shares 5,500 Est. Cost $34.31 Unrealized +20.8%
NUE NUCOR CORP 0.0%
Value ($000) $261 Shares 4,175 Est. Cost $48.98 Unrealized +10.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $256 Shares 1,696 Est. Cost $98.76 Unrealized +26.9%
SRE SEMPRA ENERGY 0.0%
Value ($000) $252 Shares 2,165 Est. Cost $42.70 Unrealized 0.0%
AETNA INC NEW 0.0%
Value ($000) $251 Shares 1,366 Est. Cost $181.55 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $248 Shares 3,173 Est. Cost $58.00 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $247 Shares 1,458 Est. Cost $114.51 Unrealized +35.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $247 Shares 1,783 Est. Cost $107.53 Unrealized +14.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $244 Shares 2,600 Est. Cost $71.74 Unrealized -2.8%
MET METLIFE INC 0.0%
Value ($000) $243 Shares 5,555 Est. Cost $30.78 Unrealized +16.7%
CB CHUBB LIMITED 0.0%
Value ($000) $235 Shares 1,848 Est. Cost $116.44 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $230 Shares 10,132 Est. Cost $9.09 Unrealized +89.5%
BB&T CORP 0.0%
Value ($000) $228 Shares 4,518 Est. Cost $50.46 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $225 Shares 4,151 Est. Cost $32.56 Unrealized +21.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $224 Shares 1,300 Est. Cost $136.97 Unrealized -7.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $223 Shares 4,863 Est. Cost $35.43 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $221 Shares 3,487 Est. Cost $44.79 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $216 Shares 2,197 Est. Cost $88.59 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $212 Shares 1,500 Est. Cost $126.27 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $208 Shares 2,000 Est. Cost $85.88 Unrealized +6.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $207 Shares 3,900 Est. Cost $51.16 Unrealized -13.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $204 Shares 661 Est. Cost $263.02 Unrealized +10.8%
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $161 Shares 18,200 Est. Cost $11.33 Unrealized