Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 6, 2019

Total Value ($000): $691,296 (100.0% shares, 0.0% debt)

Holdings (161)

GENERAL ELECTRIC CO 6.7%
Value ($000) $46,012 Shares 4,605,800 Est. Cost $12.13 Unrealized
NDAQ NASDAQ INC 6.0%
Value ($000) $41,290 Shares 471,939 Est. Cost $21.37 Unrealized +20.3%
NOMD NOMAD FOODS LTD 5.4%
Value ($000) $37,434 Shares 1,830,505 Est. Cost $15.64 Unrealized +22.9%
GOOGL ALPHABET INC 5.3%
Value ($000) $36,956 Shares 31,401 Est. Cost $48.41 Unrealized +15.8%
BABA ALIBABA GROUP HLDG LTD 5.1%
Value ($000) $35,021 Shares 191,947 Est. Cost $143.98 Unrealized
WHR WHIRLPOOL CORP 3.6%
Value ($000) $24,598 Shares 185,100 Est. Cost $124.44 Unrealized +6.1%
MDLZ MONDELEZ INTL INC 3.3%
Value ($000) $23,098 Shares 462,700 Est. Cost $35.04 Unrealized +10.6%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $19,358 Shares 327,387 Est. Cost $31.29 Unrealized +24.5%
SNPS SYNOPSYS INC 2.7%
Value ($000) $18,607 Shares 161,593 Est. Cost $87.42 Unrealized +13.4%
PLD PROLOGIS INC 2.6%
Value ($000) $17,997 Shares 250,138 Est. Cost $45.09 Unrealized +25.0%
MLCO MELCO RESORT ENTERTAINMENT L 2.3%
Value ($000) $15,705 Shares 695,197 Est. Cost $19.00 Unrealized
EEFT EURONET WORLDWIDE INC 2.2%
Value ($000) $15,505 Shares 108,735 Est. Cost $84.72 Unrealized +47.1%
EQR EQUITY RESIDENTIAL 2.2%
Value ($000) $15,334 Shares 202,755 Est. Cost $48.15 Unrealized +15.4%
WFC WELLS FARGO CO NEW 2.1%
Value ($000) $14,754 Shares 305,337 Est. Cost $45.31 Unrealized -10.0%
META FACEBOOK INC 2.0%
Value ($000) $14,052 Shares 84,300 Est. Cost $145.54 Unrealized +8.5%
MCK MCKESSON CORP 2.0%
Value ($000) $14,024 Shares 119,800 Est. Cost $128.90 Unrealized -9.0%
BAC BANK AMER CORP 2.0%
Value ($000) $13,527 Shares 490,300 Est. Cost $21.94 Unrealized +8.9%
EBAY EBAY INC 1.9%
Value ($000) $13,294 Shares 357,950 Est. Cost $32.06 Unrealized -3.5%
TPR TAPESTRY INC 1.9%
Value ($000) $13,076 Shares 402,462 Est. Cost $29.11 Unrealized 0.0%
EA ELECTRONIC ARTS INC 1.8%
Value ($000) $12,206 Shares 120,102 Est. Cost $92.16 Unrealized 0.0%
BITAUTO HLDGS LTD 1.7%
Value ($000) $11,601 Shares 728,684 Est. Cost $19.04 Unrealized
HCP INC 1.6%
Value ($000) $10,781 Shares 340,189 Est. Cost $25.64 Unrealized
BXP BOSTON PROPERTIES INC 1.5%
Value ($000) $10,668 Shares 79,850 Est. Cost $87.04 Unrealized +6.4%
SPG SIMON PPTY GROUP INC NEW 1.5%
Value ($000) $10,493 Shares 57,589 Est. Cost $107.91 Unrealized +12.7%
YY INC 1.4%
Value ($000) $9,874 Shares 117,535 Est. Cost $79.19 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 1.4%
Value ($000) $9,692 Shares 67,669 Est. Cost $89.43 Unrealized +13.6%
BIDU BAIDU INC 1.3%
Value ($000) $9,301 Shares 56,423 Est. Cost $215.68 Unrealized
KRC KILROY RLTY CORP 1.1%
Value ($000) $7,824 Shares 102,272 Est. Cost $63.39 Unrealized
ESRT EMPIRE ST RLTY TR INC 1.0%
Value ($000) $6,865 Shares 433,144 Est. Cost $19.83 Unrealized
ESS ESSEX PPTY TR INC 0.9%
Value ($000) $6,269 Shares 21,606 Est. Cost $186.57 Unrealized +15.2%
DOWDUPONT INC 0.8%
Value ($000) $5,690 Shares 157,751 Est. Cost $36.07 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.8%
Value ($000) $5,670 Shares 49,257 Est. Cost $59.18 Unrealized
DOWDUPONT INC 0.8%
Value ($000) $5,370 Shares 100,724 Est. Cost $63.40 Unrealized
FEDERAL REALTY INVT TR 0.8%
Value ($000) $5,286 Shares 38,100 Est. Cost $125.29 Unrealized
NWS NEWS CORP NEW 0.8%
Value ($000) $5,273 Shares 422,165 Est. Cost $11.77 Unrealized +0.8%
INTERXION HOLDING N.V 0.8%
Value ($000) $5,266 Shares 80,409 Est. Cost $44.27 Unrealized
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $4,959 Shares 25,166 Est. Cost $107.98 Unrealized +35.2%
HEALTHCARE RLTY TR 0.6%
Value ($000) $4,396 Shares 135,511 Est. Cost $29.62 Unrealized
TRNO TERRENO RLTY CORP 0.6%
Value ($000) $3,844 Shares 91,076 Est. Cost $25.75 Unrealized
CPT CAMDEN PPTY TR 0.6%
Value ($000) $3,828 Shares 37,646 Est. Cost $72.10 Unrealized +5.4%
ORCL ORACLE CORP 0.6%
Value ($000) $3,817 Shares 71,075 Est. Cost $40.00 Unrealized +15.2%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,745 Shares 46,344 Est. Cost $55.36 Unrealized +0.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,679 Shares 26,319 Est. Cost $93.95 Unrealized +17.4%
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,546 Shares 30,064 Est. Cost $57.84 Unrealized +76.8%
EQUITY COMWLTH 0.5%
Value ($000) $3,285 Shares 99,964 Est. Cost $31.22 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,144 Shares 74,023 Est. Cost $21.58 Unrealized +35.5%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,117 Shares 29,953 Est. Cost $70.21 Unrealized +16.9%
AAPL APPLE INC 0.4%
Value ($000) $2,692 Shares 14,170 Est. Cost $32.78 Unrealized +23.4%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,564 Shares 20,812 Est. Cost $77.04 Unrealized +13.5%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $2,455 Shares 20,520 Est. Cost $82.42 Unrealized +6.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,418 Shares 29,077 Est. Cost $40.90 Unrealized +47.4%
STORE CAP CORP 0.3%
Value ($000) $2,418 Shares 72,043 Est. Cost $33.56 Unrealized
T AT&T INC 0.3%
Value ($000) $2,187 Shares 69,741 Est. Cost $12.92 Unrealized +9.6%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,178 Shares 21,517 Est. Cost $62.73 Unrealized +36.0%
KO COCA COLA CO 0.3%
Value ($000) $2,110 Shares 45,038 Est. Cost $31.72 Unrealized +19.1%
DRH DIAMONDROCK HOSPITALITY CO 0.3%
Value ($000) $2,089 Shares 189,880 Est. Cost $11.01 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,957 Shares 15,965 Est. Cost $82.46 Unrealized +12.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,759 Shares 32,589 Est. Cost $21.40 Unrealized +84.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,428 Shares 12,861 Est. Cost $99.05 Unrealized +8.9%
INTC INTEL CORP 0.2%
Value ($000) $1,378 Shares 25,656 Est. Cost $29.67 Unrealized +47.7%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $1,377 Shares 20,800 Est. Cost $62.78 Unrealized -10.0%
AMGN AMGEN INC 0.2%
Value ($000) $1,302 Shares 6,854 Est. Cost $128.86 Unrealized +20.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,228 Shares 26,970 Est. Cost $54.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,215 Shares 4,914 Est. Cost $90.62 Unrealized +151.2%
HD HOME DEPOT INC 0.2%
Value ($000) $1,209 Shares 6,298 Est. Cost $115.40 Unrealized +34.1%
QIWI PLC 0.2%
Value ($000) $1,204 Shares 83,697 Est. Cost $14.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,193 Shares 8,456 Est. Cost $108.09 Unrealized -12.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,134 Shares 12,456 Est. Cost $59.46 Unrealized +25.0%
BA BOEING CO 0.2%
Value ($000) $1,134 Shares 2,972 Est. Cost $158.76 Unrealized +136.3%
WMT WALMART INC 0.2%
Value ($000) $1,117 Shares 11,452 Est. Cost $19.92 Unrealized +46.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,073 Shares 16,500 Est. Cost $50.96 Unrealized -0.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,071 Shares 5,640 Est. Cost $105.30 Unrealized +46.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,064 Shares 8,200 Est. Cost $70.70 Unrealized +56.9%
HUYA HUYA INC 0.2%
Value ($000) $1,058 Shares 37,600 Est. Cost $22.41 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,048 Shares 26,214 Est. Cost $26.89 Unrealized +17.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $936 Shares 10,400 Est. Cost $51.46 Unrealized +30.0%
MMM 3M CO 0.1%
Value ($000) $917 Shares 4,412 Est. Cost $97.17 Unrealized +34.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $883 Shares 4,915 Est. Cost $4.74 Unrealized -18.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $866 Shares 18,144 Est. Cost $40.02 Unrealized -4.3%
UNP UNION PAC CORP 0.1%
Value ($000) $813 Shares 4,862 Est. Cost $92.08 Unrealized +50.0%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $779 Shares 6,100 Est. Cost $107.44 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $741 Shares 39,207 Est. Cost $14.01 Unrealized +2.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $715 Shares 3,701 Est. Cost $22.28 Unrealized +73.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $688 Shares 9,252 Est. Cost $46.95 Unrealized +26.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $680 Shares 4,280 Est. Cost $93.43 Unrealized +29.7%
C CITIGROUP INC 0.1%
Value ($000) $669 Shares 10,749 Est. Cost $46.59 Unrealized +4.7%
SO SOUTHERN CO 0.1%
Value ($000) $656 Shares 12,684 Est. Cost $34.03 Unrealized +10.0%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $651 Shares 22,871 Est. Cost $31.07 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $630 Shares 2,300 Est. Cost $209.95 Unrealized +16.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $604 Shares 9,900 Est. Cost $59.53 Unrealized -11.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $590 Shares 5,561 Est. Cost $60.89 Unrealized +40.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $571 Shares 5,114 Est. Cost $79.45 Unrealized +1.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $548 Shares 1,825 Est. Cost $211.92 Unrealized +14.9%
FDX FEDEX CORP 0.1%
Value ($000) $544 Shares 3,000 Est. Cost $173.33 Unrealized -10.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $538 Shares 4,175 Est. Cost $114.24 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $528 Shares 9,797 Est. Cost $60.07 Unrealized -17.7%
BAP CREDICORP LTD 0.1%
Value ($000) $528 Shares 2,200 Est. Cost $144.14 Unrealized +36.6%
GM GENERAL MTRS CO 0.1%
Value ($000) $527 Shares 14,200 Est. Cost $25.19 Unrealized +38.3%
LINDE PLC 0.1%
Value ($000) $515 Shares 2,926 Est. Cost $156.19 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $514 Shares 6,700 Est. Cost $50.99 Unrealized +5.7%
MONMOUTH REAL ESTATE INVT CO 0.1%
Value ($000) $514 Shares 38,500 Est. Cost $12.42 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $500 Shares 2,841 Est. Cost $83.76 Unrealized +69.7%
PSA PUBLIC STORAGE 0.1%
Value ($000) $500 Shares 2,298 Est. Cost $158.36 Unrealized -0.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $492 Shares 7,773 Est. Cost $79.79 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $487 Shares 5,790 Est. Cost $42.55 Unrealized +30.4%
KN KNOWLES CORP 0.1%
Value ($000) $485 Shares 27,488 Est. Cost $14.30 Unrealized +8.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $484 Shares 2,534 Est. Cost $124.48 Unrealized +17.0%
EXC EXELON CORP 0.1%
Value ($000) $477 Shares 9,514 Est. Cost $17.12 Unrealized +56.2%
RETAIL PPTYS AMER INC 0.1%
Value ($000) $445 Shares 36,273 Est. Cost $11.67 Unrealized
NKE NIKE INC 0.1%
Value ($000) $442 Shares 5,248 Est. Cost $49.34 Unrealized +52.8%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $439 Shares 8,064 Est. Cost $51.24 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $427 Shares 5,098 Est. Cost $48.43 Unrealized +28.9%
TGT TARGET CORP 0.1%
Value ($000) $426 Shares 5,303 Est. Cost $44.13 Unrealized +37.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $415 Shares 8,025 Est. Cost $40.79 Unrealized -12.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $414 Shares 9,500 Est. Cost $51.22 Unrealized -30.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $409 Shares 3,300 Est. Cost $93.45 Unrealized -2.3%
LOW LOWES COS INC 0.1%
Value ($000) $401 Shares 3,662 Est. Cost $65.57 Unrealized +34.3%
XILINX INC 0.1%
Value ($000) $393 Shares 3,100 Est. Cost $84.19 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $390 Shares 1,612 Est. Cost $133.13 Unrealized +49.0%
USB US BANCORP DEL 0.1%
Value ($000) $384 Shares 7,971 Est. Cost $37.25 Unrealized +0.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $383 Shares 7,200 Est. Cost $42.72 Unrealized +6.4%
PSX PHILLIPS 66 0.1%
Value ($000) $378 Shares 3,970 Est. Cost $58.14 Unrealized +23.7%
XRAY DENTSPLY SIRONA, Inc. 0.1%
Value ($000) $378 Shares 7,618 Est. Cost $45.89 Unrealized -4.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $377 Shares 5,500 Est. Cost $49.22 Unrealized +13.8%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $376 Shares 4,427 Est. Cost $42.14 Unrealized +48.1%
V VISA INC 0.1%
Value ($000) $374 Shares 2,396 Est. Cost $63.38 Unrealized +116.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $373 Shares 2,332 Est. Cost $84.40 Unrealized +48.6%
ELV ANTHEM INC 0.1%
Value ($000) $364 Shares 1,269 Est. Cost $141.45 Unrealized +86.4%
ETN EATON CORP PLC 0.1%
Value ($000) $354 Shares 4,400 Est. Cost $55.53 Unrealized +19.7%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $341 Shares 2,665 Est. Cost $81.32 Unrealized +7.4%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $330 Shares 1,400 Est. Cost $93.05 Unrealized +122.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $321 Shares 8,695 Est. Cost $33.83 Unrealized -12.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $317 Shares 1,696 Est. Cost $98.76 Unrealized +52.4%
SYY SYSCO CORP 0.0%
Value ($000) $312 Shares 4,676 Est. Cost $42.61 Unrealized +27.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $309 Shares 11,740 Est. Cost $24.30 Unrealized -20.6%
IP INTL PAPER CO 0.0%
Value ($000) $306 Shares 6,610 Est. Cost $34.43 Unrealized -7.7%
PPL PPL CORP 0.0%
Value ($000) $302 Shares 9,500 Est. Cost $21.13 Unrealized +9.3%
SYK STRYKER CORP 0.0%
Value ($000) $288 Shares 1,458 Est. Cost $114.51 Unrealized +45.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $269 Shares 3,173 Est. Cost $58.00 Unrealized +7.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $265 Shares 2,163 Est. Cost $98.81 Unrealized -2.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $261 Shares 1,300 Est. Cost $136.97 Unrealized +9.9%
CB CHUBB LIMITED 0.0%
Value ($000) $259 Shares 1,848 Est. Cost $116.44 Unrealized +1.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $256 Shares 1,783 Est. Cost $107.53 Unrealized +8.8%
TER TERADYNE INC 0.0%
Value ($000) $256 Shares 6,420 Est. Cost $38.26 Unrealized -5.4%
ECL ECOLAB INC 0.0%
Value ($000) $249 Shares 1,409 Est. Cost $137.00 Unrealized +10.2%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $247 Shares 4,151 Est. Cost $32.56 Unrealized +36.0%
NUE NUCOR CORP 0.0%
Value ($000) $244 Shares 4,175 Est. Cost $48.98 Unrealized +3.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $240 Shares 2,197 Est. Cost $88.59 Unrealized +8.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $239 Shares 2,300 Est. Cost $78.27 Unrealized +11.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $239 Shares 2,600 Est. Cost $71.74 Unrealized -8.7%
RAYTHEON CO 0.0%
Value ($000) $237 Shares 1,300 Est. Cost $182.31 Unrealized
MET METLIFE INC 0.0%
Value ($000) $236 Shares 5,555 Est. Cost $30.78 Unrealized +13.8%
BLACKROCK INC 0.0%
Value ($000) $233 Shares 545 Est. Cost $499.08 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $232 Shares 5,500 Est. Cost $34.31 Unrealized -0.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $231 Shares 3,868 Est. Cost $31.38 Unrealized +60.7%
PPG PPG INDS INC 0.0%
Value ($000) $226 Shares 2,000 Est. Cost $85.88 Unrealized +9.3%
DE DEERE & CO 0.0%
Value ($000) $224 Shares 1,400 Est. Cost $128.61 Unrealized +12.4%
BB&T CORP 0.0%
Value ($000) $210 Shares 4,518 Est. Cost $46.48 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $203 Shares 1,200 Est. Cost $143.71 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $197 Shares 10,132 Est. Cost $9.09 Unrealized +83.6%
MOBILE TELESYSTEMS PJSC 0.0%
Value ($000) $114 Shares 15,100 Est. Cost $11.33 Unrealized