Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $666,108 (100.0% shares, 0.0% debt)

Holdings (165)

NDAQ NASDAQ INC 6.9%
Value ($000) $46,116 Shares 572,661 Est. Cost $21.37 Unrealized +19.7%
GENERAL ELECTRIC CO 5.3%
Value ($000) $35,587 Shares 4,738,600 Est. Cost $12.13 Unrealized
NOMD NOMAD FOODS LTD 5.2%
Value ($000) $34,378 Shares 2,075,970 Est. Cost $15.64 Unrealized +21.6%
MLCO MELCO RESORT ENTERTAINMENT L 5.2%
Value ($000) $34,358 Shares 1,961,069 Est. Cost $19.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 5.0%
Value ($000) $33,509 Shares 240,919 Est. Cost $143.98 Unrealized
GOOGL ALPHABET INC 4.9%
Value ($000) $32,850 Shares 31,385 Est. Cost $48.41 Unrealized +10.8%
MDLZ MONDELEZ INTL INC 3.3%
Value ($000) $21,752 Shares 545,300 Est. Cost $35.04 Unrealized +2.1%
BAC BANK AMER CORP 2.5%
Value ($000) $16,975 Shares 696,000 Est. Cost $21.94 Unrealized +3.9%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $16,287 Shares 294,679 Est. Cost $30.44 Unrealized +26.9%
SNPS SYNOPSYS INC 2.4%
Value ($000) $15,655 Shares 187,166 Est. Cost $87.42 Unrealized +1.6%
WFC WELLS FARGO CO NEW 2.3%
Value ($000) $15,006 Shares 327,795 Est. Cost $45.31 Unrealized -7.2%
NWS NEWS CORP NEW 2.2%
Value ($000) $14,795 Shares 1,290,982 Est. Cost $11.77 Unrealized +3.1%
BIDU BAIDU INC 2.1%
Value ($000) $14,317 Shares 88,284 Est. Cost $215.68 Unrealized
EEFT EURONET WORLDWIDE INC 2.1%
Value ($000) $14,150 Shares 139,845 Est. Cost $84.72 Unrealized +30.7%
EBAY EBAY INC 2.1%
Value ($000) $13,687 Shares 484,650 Est. Cost $32.06 Unrealized -18.4%
SPG SIMON PPTY GROUP INC NEW 2.0%
Value ($000) $13,497 Shares 80,289 Est. Cost $107.91 Unrealized +12.0%
PLD PROLOGIS INC 2.0%
Value ($000) $13,022 Shares 222,638 Est. Cost $43.69 Unrealized +21.6%
WHR WHIRLPOOL CORP 1.9%
Value ($000) $12,690 Shares 118,300 Est. Cost $120.13 Unrealized -5.6%
DOWDUPONT INC 1.9%
Value ($000) $12,668 Shares 238,933 Est. Cost $63.40 Unrealized
EQR EQUITY RESIDENTIAL 1.9%
Value ($000) $12,536 Shares 189,255 Est. Cost $47.62 Unrealized +7.8%
META FACEBOOK INC 1.9%
Value ($000) $12,468 Shares 93,600 Est. Cost $145.54 Unrealized -1.1%
FTI TECHNIPFMC PLC 1.9%
Value ($000) $12,462 Shares 633,560 Est. Cost $21.62 Unrealized -19.5%
ORCL ORACLE CORP 1.6%
Value ($000) $10,585 Shares 236,175 Est. Cost $40.00 Unrealized +7.9%
YY INC 1.5%
Value ($000) $10,298 Shares 169,929 Est. Cost $79.19 Unrealized
XRAY DENTSPLY SIRONA, Inc. 1.4%
Value ($000) $9,177 Shares 247,362 Est. Cost $45.89 Unrealized -20.7%
BXP BOSTON PROPERTIES INC 1.2%
Value ($000) $8,277 Shares 73,950 Est. Cost $86.60 Unrealized -0.0%
BITAUTO HLDGS LTD 1.2%
Value ($000) $8,029 Shares 353,552 Est. Cost $22.34 Unrealized
HCP INC 1.2%
Value ($000) $7,870 Shares 282,289 Est. Cost $24.40 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 1.2%
Value ($000) $7,767 Shares 68,169 Est. Cost $89.43 Unrealized +4.3%
MCK MCKESSON CORP 1.1%
Value ($000) $7,241 Shares 65,800 Est. Cost $138.44 Unrealized -14.7%
KRC KILROY RLTY CORP 1.0%
Value ($000) $6,588 Shares 106,349 Est. Cost $63.39 Unrealized
FEDERAL REALTY INVT TR 0.9%
Value ($000) $6,041 Shares 50,200 Est. Cost $125.29 Unrealized
ESRT EMPIRE ST RLTY TR INC 0.9%
Value ($000) $5,906 Shares 413,600 Est. Cost $20.02 Unrealized
ESS ESSEX PPTY TR INC 0.9%
Value ($000) $5,784 Shares 23,506 Est. Cost $186.57 Unrealized +5.6%
ELS EQUITY LIFESTYLE PPTYS INC 0.7%
Value ($000) $4,880 Shares 50,643 Est. Cost $59.18 Unrealized
CPT CAMDEN PPTY TR 0.6%
Value ($000) $3,667 Shares 42,000 Est. Cost $72.10 Unrealized -0.2%
BDN BRANDYWINE RLTY TR 0.5%
Value ($000) $3,353 Shares 259,297 Est. Cost $16.41 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,350 Shares 26,319 Est. Cost $93.95 Unrealized +21.5%
HEALTHCARE RLTY TR 0.5%
Value ($000) $3,268 Shares 115,300 Est. Cost $29.13 Unrealized
VIPS VIPSHOP HLDGS LTD 0.5%
Value ($000) $3,230 Shares 576,776 Est. Cost $8.06 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,180 Shares 74,023 Est. Cost $21.58 Unrealized +39.2%
TRNO TERRENO RLTY CORP 0.5%
Value ($000) $3,173 Shares 91,076 Est. Cost $25.75 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,159 Shares 46,344 Est. Cost $55.36 Unrealized +1.9%
INTERXION HOLDING N.V 0.5%
Value ($000) $3,154 Shares 59,309 Est. Cost $36.72 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,088 Shares 30,764 Est. Cost $57.84 Unrealized +72.9%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,992 Shares 18,838 Est. Cost $95.20 Unrealized +36.0%
EQUITY COMWLTH 0.4%
Value ($000) $2,978 Shares 99,964 Est. Cost $31.22 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,731 Shares 29,953 Est. Cost $70.21 Unrealized +6.5%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $2,495 Shares 23,520 Est. Cost $82.42 Unrealized +4.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,261 Shares 20,812 Est. Cost $77.04 Unrealized +10.0%
AAPL APPLE INC 0.3%
Value ($000) $2,214 Shares 14,170 Est. Cost $32.78 Unrealized +40.4%
DRH DIAMONDROCK HOSPITALITY CO 0.3%
Value ($000) $2,210 Shares 243,880 Est. Cost $11.01 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,192 Shares 29,077 Est. Cost $40.90 Unrealized +38.1%
KO COCA COLA CO 0.3%
Value ($000) $2,126 Shares 45,038 Est. Cost $31.72 Unrealized +21.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,045 Shares 21,123 Est. Cost $62.31 Unrealized +40.5%
RETAIL PPTYS AMER INC 0.3%
Value ($000) $2,025 Shares 184,800 Est. Cost $11.67 Unrealized
T AT&T INC 0.3%
Value ($000) $1,985 Shares 69,741 Est. Cost $12.92 Unrealized +8.5%
PEP PEPSICO INC 0.3%
Value ($000) $1,762 Shares 15,965 Est. Cost $82.46 Unrealized +10.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,590 Shares 33,970 Est. Cost $54.34 Unrealized
HST HOST HOTELS & RESORTS INC 0.2%
Value ($000) $1,548 Shares 92,807 Est. Cost $14.01 Unrealized +2.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,432 Shares 29,300 Est. Cost $34.87 Unrealized -5.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,394 Shares 32,589 Est. Cost $21.40 Unrealized +72.4%
AMGN AMGEN INC 0.2%
Value ($000) $1,307 Shares 6,854 Est. Cost $128.86 Unrealized +21.7%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $1,258 Shares 20,800 Est. Cost $62.78 Unrealized -5.2%
QIWI PLC 0.2%
Value ($000) $1,213 Shares 88,643 Est. Cost $14.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,210 Shares 4,914 Est. Cost $90.62 Unrealized +159.4%
INTC INTEL CORP 0.2%
Value ($000) $1,199 Shares 25,656 Est. Cost $29.67 Unrealized +35.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,165 Shares 10,861 Est. Cost $97.42 Unrealized +12.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,112 Shares 12,456 Est. Cost $59.46 Unrealized +29.7%
HD HOME DEPOT INC 0.2%
Value ($000) $1,072 Shares 6,298 Est. Cost $115.40 Unrealized +30.3%
WMT WALMART INC 0.2%
Value ($000) $1,055 Shares 11,452 Est. Cost $19.92 Unrealized +44.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,021 Shares 16,500 Est. Cost $50.96 Unrealized +4.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $990 Shares 5,640 Est. Cost $105.30 Unrealized +42.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $956 Shares 8,456 Est. Cost $108.09 Unrealized -18.6%
BA BOEING CO 0.1%
Value ($000) $940 Shares 2,972 Est. Cost $158.76 Unrealized +111.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $936 Shares 8,200 Est. Cost $70.70 Unrealized +43.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $924 Shares 18,144 Est. Cost $40.02 Unrealized +2.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $900 Shares 26,214 Est. Cost $26.89 Unrealized +13.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $896 Shares 10,400 Est. Cost $51.46 Unrealized +24.2%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $865 Shares 37,493 Est. Cost $31.07 Unrealized
MMM 3M CO 0.1%
Value ($000) $836 Shares 4,412 Est. Cost $97.17 Unrealized +32.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $777 Shares 5,815 Est. Cost $4.74 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $665 Shares 4,862 Est. Cost $92.08 Unrealized +37.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $639 Shares 9,797 Est. Cost $60.07 Unrealized -1.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $639 Shares 3,701 Est. Cost $22.28 Unrealized +64.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $603 Shares 10,620 Est. Cost $45.57 Unrealized +11.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $586 Shares 9,252 Est. Cost $46.95 Unrealized +14.3%
HUYA HUYA INC 0.1%
Value ($000) $582 Shares 37,600 Est. Cost $22.41 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $577 Shares 9,670 Est. Cost $57.07 Unrealized -7.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $560 Shares 4,280 Est. Cost $93.43 Unrealized +26.0%
SO SOUTHERN CO 0.1%
Value ($000) $557 Shares 12,684 Est. Cost $34.03 Unrealized +0.7%
C CITIGROUP INC 0.1%
Value ($000) $557 Shares 10,749 Est. Cost $46.59 Unrealized +6.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $529 Shares 7,773 Est. Cost $79.79 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $522 Shares 5,561 Est. Cost $60.89 Unrealized +29.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $512 Shares 2,300 Est. Cost $209.95 Unrealized +9.7%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $504 Shares 9,900 Est. Cost $59.53 Unrealized -19.9%
ANNALY CAP MGMT INC 0.1%
Value ($000) $496 Shares 50,300 Est. Cost $11.29 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $494 Shares 5,114 Est. Cost $79.45 Unrealized +3.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $491 Shares 6,700 Est. Cost $50.99 Unrealized +4.4%
BAP CREDICORP LTD 0.1%
Value ($000) $488 Shares 2,200 Est. Cost $144.14 Unrealized +26.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $482 Shares 14,200 Est. Cost $25.19 Unrealized +24.3%
MONMOUTH REAL ESTATE INVT CO 0.1%
Value ($000) $478 Shares 38,500 Est. Cost $12.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $477 Shares 1,825 Est. Cost $211.92 Unrealized +18.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $477 Shares 5,790 Est. Cost $42.55 Unrealized +36.3%
PSA PUBLIC STORAGE 0.1%
Value ($000) $464 Shares 2,298 Est. Cost $158.36 Unrealized -4.1%
LINDE PLC 0.1%
Value ($000) $457 Shares 2,926 Est. Cost $156.19 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $440 Shares 4,175 Est. Cost $114.24 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $426 Shares 9,514 Est. Cost $17.12 Unrealized +45.6%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $417 Shares 27,300 Est. Cost $11.69 Unrealized -4.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $407 Shares 2,534 Est. Cost $124.48 Unrealized +7.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $397 Shares 2,841 Est. Cost $83.76 Unrealized +70.6%
NKE NIKE INC 0.1%
Value ($000) $385 Shares 5,248 Est. Cost $49.34 Unrealized +38.1%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $381 Shares 5,098 Est. Cost $48.43 Unrealized +20.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $374 Shares 3,300 Est. Cost $93.45 Unrealized -7.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $373 Shares 8,551 Est. Cost $55.83 Unrealized -34.4%
KN KNOWLES CORP 0.1%
Value ($000) $369 Shares 27,488 Est. Cost $14.30 Unrealized +2.5%
USB US BANCORP DEL 0.1%
Value ($000) $360 Shares 7,971 Est. Cost $37.25 Unrealized +2.8%
CME CME GROUP INC 0.1%
Value ($000) $348 Shares 1,870 Est. Cost $124.75 Unrealized +14.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $348 Shares 9,500 Est. Cost $51.22 Unrealized -21.5%
TGT TARGET CORP 0.1%
Value ($000) $344 Shares 5,303 Est. Cost $44.13 Unrealized +43.4%
PSX PHILLIPS 66 0.1%
Value ($000) $337 Shares 3,970 Est. Cost $58.14 Unrealized +26.0%
LOW LOWES COS INC 0.1%
Value ($000) $336 Shares 3,662 Est. Cost $65.57 Unrealized +29.0%
FDX FEDEX CORP 0.1%
Value ($000) $334 Shares 2,100 Est. Cost $180.83 Unrealized +2.8%
ELV ANTHEM INC 0.0%
Value ($000) $329 Shares 1,269 Est. Cost $141.45 Unrealized +76.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $326 Shares 1,612 Est. Cost $133.13 Unrealized +51.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $325 Shares 5,500 Est. Cost $49.22 Unrealized +15.8%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $325 Shares 4,427 Est. Cost $42.14 Unrealized +55.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $315 Shares 7,200 Est. Cost $42.72 Unrealized +7.4%
V VISA INC 0.0%
Value ($000) $314 Shares 2,396 Est. Cost $63.38 Unrealized +107.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $311 Shares 8,025 Est. Cost $40.79 Unrealized -19.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $301 Shares 2,332 Est. Cost $84.40 Unrealized +43.6%
ETN EATON CORP PLC 0.0%
Value ($000) $300 Shares 4,400 Est. Cost $55.53 Unrealized +17.1%
SYY SYSCO CORP 0.0%
Value ($000) $291 Shares 4,676 Est. Cost $42.61 Unrealized +30.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $289 Shares 1,300 Est. Cost $220.32 Unrealized -5.5%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $288 Shares 2,665 Est. Cost $81.32 Unrealized -0.4%
PPL PPL CORP 0.0%
Value ($000) $269 Shares 9,500 Est. Cost $21.13 Unrealized +5.4%
IP INTL PAPER CO 0.0%
Value ($000) $263 Shares 6,610 Est. Cost $34.43 Unrealized -11.5%
XILINX INC 0.0%
Value ($000) $261 Shares 3,100 Est. Cost $84.19 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $261 Shares 1,400 Est. Cost $93.05 Unrealized +105.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $257 Shares 8,695 Est. Cost $33.83 Unrealized -16.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $256 Shares 11,740 Est. Cost $24.30 Unrealized -17.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $251 Shares 1,696 Est. Cost $98.76 Unrealized +44.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $250 Shares 2,163 Est. Cost $98.81 Unrealized +0.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $243 Shares 3,173 Est. Cost $58.00 Unrealized +4.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $240 Shares 4,863 Est. Cost $35.43 Unrealized +13.7%
CB CHUBB LIMITED 0.0%
Value ($000) $236 Shares 1,848 Est. Cost $116.44 Unrealized -1.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $232 Shares 2,165 Est. Cost $42.70 Unrealized +5.9%
MET METLIFE INC 0.0%
Value ($000) $226 Shares 5,555 Est. Cost $30.78 Unrealized +9.4%
SYK STRYKER CORP 0.0%
Value ($000) $226 Shares 1,458 Est. Cost $114.51 Unrealized +35.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $225 Shares 3,868 Est. Cost $31.38 Unrealized +72.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $224 Shares 1,300 Est. Cost $136.97 Unrealized +3.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $222 Shares 1,783 Est. Cost $107.53 Unrealized +2.8%
MS MORGAN STANLEY 0.0%
Value ($000) $217 Shares 5,500 Est. Cost $34.31 Unrealized +2.1%
NUE NUCOR CORP 0.0%
Value ($000) $217 Shares 4,175 Est. Cost $48.98 Unrealized +3.5%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $213 Shares 4,151 Est. Cost $32.56 Unrealized +29.9%
BLACKROCK INC 0.0%
Value ($000) $212 Shares 545 Est. Cost $499.08 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $210 Shares 2,600 Est. Cost $71.74 Unrealized -9.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $207 Shares 2,197 Est. Cost $88.59 Unrealized +7.2%
HPQ HP INC 0.0%
Value ($000) $206 Shares 10,132 Est. Cost $9.09 Unrealized +100.6%
DE DEERE & CO 0.0%
Value ($000) $203 Shares 1,400 Est. Cost $128.61 Unrealized +2.5%
ECL ECOLAB INC 0.0%
Value ($000) $203 Shares 1,409 Est. Cost $137.00 Unrealized +3.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $202 Shares 2,300 Est. Cost $78.27 Unrealized +1.8%
PPG PPG INDS INC 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $85.88 Unrealized +5.3%
TER TERADYNE INC 0.0%
Value ($000) $200 Shares 6,420 Est. Cost $38.26 Unrealized -14.3%
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $106 Shares 15,100 Est. Cost $11.33 Unrealized