Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 30, 2019

Total Value ($000): $628,067 (100.0% shares, 0.0% debt)

Holdings (164)

BABA Alibaba Group Holding Ltd. Sponsored ADR 6.6%
Value ($000) $41,553 Shares 245,220 Est. Cost $149.52 Unrealized
TPR Tapestry, Inc. 5.6%
Value ($000) $35,177 Shares 1,108,649 Est. Cost $27.23 Unrealized -3.9%
NDAQ Nasdaq, Inc. 5.3%
Value ($000) $33,323 Shares 346,499 Est. Cost $21.37 Unrealized +30.1%
NOMD Nomad Foods Ltd. 5.1%
Value ($000) $31,756 Shares 1,814,431 Est. Cost $15.64 Unrealized +34.0%
GOOGL Alphabet Inc. Class A 4.4%
Value ($000) $27,362 Shares 25,270 Est. Cost $48.41 Unrealized +18.7%
MLCO Melco Resorts and Entertainment Ltd Shs Sponsored American Deposit Receipt Repr 3 Shs 4.1%
Value ($000) $25,857 Shares 1,190,488 Est. Cost $20.13 Unrealized
VZ Verizon Communications Inc. 3.5%
Value ($000) $22,196 Shares 388,523 Est. Cost $32.66 Unrealized +22.6%
WFC Wells Fargo & Company 3.1%
Value ($000) $19,748 Shares 417,333 Est. Cost $43.64 Unrealized -10.5%
WHR Whirlpool Corporation 2.9%
Value ($000) $18,094 Shares 220,100 Est. Cost $125.98 Unrealized +6.5%
PLD Prologis, Inc. 2.8%
Value ($000) $17,631 Shares 220,107 Est. Cost $45.09 Unrealized +40.5%
General Electric Company 2.6%
Value ($000) $16,164 Shares 4,486,750 Est. Cost $12.13 Unrealized
BAC Bank of America Corp 2.5%
Value ($000) $15,912 Shares 548,700 Est. Cost $22.21 Unrealized +10.3%
EEFT Euronet Worldwide, Inc. 2.5%
Value ($000) $15,452 Shares 91,845 Est. Cost $84.72 Unrealized +80.4%
EQR Equity Residential 2.4%
Value ($000) $15,021 Shares 197,855 Est. Cost $48.15 Unrealized +23.2%
MDLZ Mondelez International, Inc. Class A 2.4%
Value ($000) $14,957 Shares 277,500 Est. Cost $35.04 Unrealized +25.9%
YY, Inc. Sponsored ADR Class A 2.1%
Value ($000) $13,136 Shares 188,493 Est. Cost $75.61 Unrealized
HCP, Inc. 2.0%
Value ($000) $12,820 Shares 400,889 Est. Cost $26.60 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 2.0%
Value ($000) $12,610 Shares 107,100 Est. Cost $110.74 Unrealized +0.2%
META Facebook, Inc. Class A 1.8%
Value ($000) $11,503 Shares 59,600 Est. Cost $145.54 Unrealized +24.7%
ARE Alexandria Real Estate Equities, Inc. 1.7%
Value ($000) $10,987 Shares 77,869 Est. Cost $92.41 Unrealized +21.4%
EBAY eBay Inc. 1.7%
Value ($000) $10,930 Shares 276,700 Est. Cost $32.06 Unrealized +4.9%
BXP Boston Properties, Inc. 1.6%
Value ($000) $10,249 Shares 79,450 Est. Cost $87.04 Unrealized +12.1%
MCK McKesson Corporation 1.5%
Value ($000) $9,313 Shares 69,300 Est. Cost $128.90 Unrealized -7.8%
DD DuPont de Nemours, Inc. 1.2%
Value ($000) $7,528 Shares 100,275 Est. Cost $27.24 Unrealized 0.0%
Bitauto Holdings Ltd. Sponsored ADR 1.1%
Value ($000) $6,920 Shares 660,945 Est. Cost $19.04 Unrealized
KRC Kilroy Realty Corporation 1.0%
Value ($000) $6,470 Shares 87,656 Est. Cost $63.39 Unrealized
EA Electronic Arts Inc. 1.0%
Value ($000) $6,316 Shares 62,378 Est. Cost $92.16 Unrealized +0.5%
ESS Essex Property Trust, Inc. 1.0%
Value ($000) $6,118 Shares 20,956 Est. Cost $186.57 Unrealized +22.5%
Interxion Holding N.V. 1.0%
Value ($000) $6,118 Shares 80,409 Est. Cost $44.27 Unrealized
ELS Equity LifeStyle Properties, Inc. 0.9%
Value ($000) $5,431 Shares 44,757 Est. Cost $59.18 Unrealized
TRNO Terreno Realty Corporation 0.8%
Value ($000) $5,335 Shares 108,784 Est. Cost $29.54 Unrealized
SNPS Synopsys, Inc. 0.8%
Value ($000) $5,002 Shares 38,867 Est. Cost $87.42 Unrealized +37.6%
ESRT Empire State Realty Trust, Inc. Class A 0.8%
Value ($000) $4,904 Shares 331,157 Est. Cost $19.83 Unrealized
AMT American Tower Corporation 0.8%
Value ($000) $4,736 Shares 23,166 Est. Cost $107.98 Unrealized +55.7%
SPG Simon Property Group, Inc. 0.7%
Value ($000) $4,614 Shares 28,879 Est. Cost $107.91 Unrealized +10.4%
BIDU Baidu, Inc. Sponsored ADR Class A 0.7%
Value ($000) $4,326 Shares 36,861 Est. Cost $215.68 Unrealized
DIS Walt Disney Company 0.7%
Value ($000) $4,295 Shares 30,761 Est. Cost $115.90 Unrealized +10.4%
INVH Invitation Homes, Inc. 0.7%
Value ($000) $4,248 Shares 158,907 Est. Cost $21.14 Unrealized 0.0%
Healthcare Realty Trust Incorporated 0.7%
Value ($000) $4,244 Shares 135,511 Est. Cost $29.62 Unrealized
VTR Ventas, Inc. 0.6%
Value ($000) $3,606 Shares 52,758 Est. Cost $48.82 Unrealized 0.0%
XOM Exxon Mobil Corporation 0.5%
Value ($000) $3,352 Shares 43,744 Est. Cost $55.36 Unrealized +2.7%
Equity Commonwealth 0.5%
Value ($000) $3,251 Shares 99,964 Est. Cost $31.22 Unrealized
MSFT Microsoft Corporation 0.5%
Value ($000) $3,103 Shares 23,164 Est. Cost $57.84 Unrealized +106.6%
JNJ Johnson & Johnson 0.5%
Value ($000) $3,067 Shares 22,019 Est. Cost $93.95 Unrealized +22.2%
AAPL Apple Inc. 0.5%
Value ($000) $3,042 Shares 15,370 Est. Cost $33.86 Unrealized +37.7%
Federal Realty Investment Trust 0.4%
Value ($000) $2,743 Shares 21,300 Est. Cost $125.29 Unrealized
PFE Pfizer Inc. 0.4%
Value ($000) $2,683 Shares 61,923 Est. Cost $21.58 Unrealized +35.4%
CPT Camden Property Trust 0.4%
Value ($000) $2,364 Shares 22,646 Est. Cost $72.10 Unrealized +13.5%
STORE Capital Corporation 0.4%
Value ($000) $2,345 Shares 70,643 Est. Cost $33.56 Unrealized
CVX Chevron Corporation 0.4%
Value ($000) $2,341 Shares 18,812 Est. Cost $77.04 Unrealized +17.1%
PG Procter & Gamble Company 0.4%
Value ($000) $2,265 Shares 20,653 Est. Cost $70.21 Unrealized +28.9%
T AT&T Inc. 0.3%
Value ($000) $2,099 Shares 62,641 Est. Cost $12.92 Unrealized +16.7%
STNE StoneCo Ltd. Class A 0.3%
Value ($000) $1,967 Shares 66,500 Est. Cost $29.58 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $1,932 Shares 37,938 Est. Cost $31.72 Unrealized +25.9%
MRK Merck & Co., Inc. 0.3%
Value ($000) $1,792 Shares 21,377 Est. Cost $40.90 Unrealized +51.9%
ABBV AbbVie, Inc. 0.3%
Value ($000) $1,738 Shares 23,900 Est. Cost $59.38 Unrealized 0.0%
PEP PepsiCo, Inc. 0.3%
Value ($000) $1,687 Shares 12,865 Est. Cost $82.46 Unrealized +27.0%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $1,656 Shares 14,811 Est. Cost $62.73 Unrealized +46.7%
HST Host Hotels & Resorts, Inc. 0.3%
Value ($000) $1,613 Shares 88,507 Est. Cost $14.43 Unrealized +2.3%
Activision Blizzard, Inc. 0.3%
Value ($000) $1,613 Shares 34,170 Est. Cost $52.83 Unrealized
HD Home Depot, Inc. 0.2%
Value ($000) $1,414 Shares 6,798 Est. Cost $119.39 Unrealized +42.0%
CSCO Cisco Systems, Inc. 0.2%
Value ($000) $1,302 Shares 23,789 Est. Cost $21.40 Unrealized +111.1%
INTC Intel Corporation 0.2%
Value ($000) $1,228 Shares 25,656 Est. Cost $29.67 Unrealized +45.3%
AMGN Amgen Inc. 0.2%
Value ($000) $1,171 Shares 6,354 Est. Cost $128.86 Unrealized +13.4%
IBM International Business Machines Corporation 0.2%
Value ($000) $1,166 Shares 8,456 Est. Cost $108.09 Unrealized -8.8%
UNH UnitedHealth Group Incorporated 0.2%
Value ($000) $1,004 Shares 4,114 Est. Cost $90.62 Unrealized +137.8%
BA Boeing Company 0.2%
Value ($000) $973 Shares 2,672 Est. Cost $158.76 Unrealized +125.0%
GILD Gilead Sciences, Inc. 0.2%
Value ($000) $973 Shares 14,400 Est. Cost $50.96 Unrealized -0.3%
WMT Walmart Inc. 0.2%
Value ($000) $945 Shares 8,552 Est. Cost $19.92 Unrealized +57.2%
MCD McDonald's Corporation 0.1%
Value ($000) $922 Shares 4,440 Est. Cost $105.30 Unrealized +61.2%
MDT Medtronic Plc 0.1%
Value ($000) $920 Shares 9,450 Est. Cost $59.46 Unrealized +28.1%
AVGO Broadcom Inc. 0.1%
Value ($000) $851 Shares 2,955 Est. Cost $24.38 Unrealized 0.0%
HUYA HUYA, Inc. Sponsored ADR Class A 0.1%
Value ($000) $830 Shares 33,600 Est. Cost $22.41 Unrealized
CMCSA Comcast Corporation Class A 0.1%
Value ($000) $804 Shares 19,014 Est. Cost $26.89 Unrealized +32.2%
AXON Axon Enterprise Inc 0.1%
Value ($000) $766 Shares 11,923 Est. Cost $55.76 Unrealized +16.9%
MMM 3M Company 0.1%
Value ($000) $765 Shares 4,412 Est. Cost $97.17 Unrealized +24.1%
C Citigroup Inc. 0.1%
Value ($000) $753 Shares 10,749 Est. Cost $46.59 Unrealized +13.5%
Linde plc 0.1%
Value ($000) $744 Shares 3,706 Est. Cost $165.57 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $741 Shares 16,344 Est. Cost $40.02 Unrealized -9.7%
CVS CVS Health Corporation 0.1%
Value ($000) $741 Shares 13,597 Est. Cost $55.46 Unrealized -21.4%
NVDA NVIDIA Corporation 0.1%
Value ($000) $723 Shares 4,400 Est. Cost $4.74 Unrealized -13.2%
ABT Abbott Laboratories 0.1%
Value ($000) $706 Shares 8,400 Est. Cost $70.22 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc. 0.1%
Value ($000) $675 Shares 2,300 Est. Cost $209.95 Unrealized +28.9%
DUK Duke Energy Corporation 0.1%
Value ($000) $671 Shares 7,600 Est. Cost $51.46 Unrealized +31.7%
TXN Texas Instruments Incorporated 0.1%
Value ($000) $638 Shares 5,561 Est. Cost $60.89 Unrealized +52.3%
LLY Eli Lilly and Company 0.1%
Value ($000) $632 Shares 5,700 Est. Cost $70.70 Unrealized +52.8%
UNP Union Pacific Corporation 0.1%
Value ($000) $619 Shares 3,662 Est. Cost $92.08 Unrealized +60.5%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $594 Shares 2,901 Est. Cost $22.28 Unrealized +87.6%
SO Southern Company 0.1%
Value ($000) $591 Shares 10,684 Est. Cost $34.03 Unrealized +21.5%
LVS Las Vegas Sands Corp. 0.1%
Value ($000) $585 Shares 9,900 Est. Cost $59.53 Unrealized -6.0%
United Technologies Corporation 0.1%
Value ($000) $544 Shares 4,175 Est. Cost $114.24 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $538 Shares 3,080 Est. Cost $93.43 Unrealized +48.4%
UPS United Parcel Service, Inc. Class B 0.1%
Value ($000) $528 Shares 5,114 Est. Cost $79.45 Unrealized +0.9%
D Dominion Energy Inc 0.1%
Value ($000) $518 Shares 6,700 Est. Cost $50.99 Unrealized +11.5%
OXY Occidental Petroleum Corporation 0.1%
Value ($000) $508 Shares 10,100 Est. Cost $62.78 Unrealized -22.2%
BAP Credicorp Ltd. 0.1%
Value ($000) $504 Shares 2,200 Est. Cost $144.14 Unrealized +34.2%
LYB LyondellBasell Industries NV 0.1%
Value ($000) $499 Shares 5,790 Est. Cost $42.55 Unrealized +30.2%
SBUX Starbucks Corporation 0.1%
Value ($000) $499 Shares 5,952 Est. Cost $46.95 Unrealized +44.7%
CAT Caterpillar Inc. 0.1%
Value ($000) $477 Shares 3,500 Est. Cost $114.70 Unrealized 0.0%
ORCL Oracle Corporation 0.1%
Value ($000) $454 Shares 7,975 Est. Cost $40.00 Unrealized +22.9%
CTVA Corteva Inc 0.1%
Value ($000) $452 Shares 15,276 Est. Cost $25.02 Unrealized 0.0%
LMT Lockheed Martin Corporation 0.1%
Value ($000) $445 Shares 1,225 Est. Cost $211.92 Unrealized +32.0%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $440 Shares 3,300 Est. Cost $93.45 Unrealized +9.3%
APD Air Products and Chemicals, Inc. 0.1%
Value ($000) $438 Shares 1,934 Est. Cost $124.48 Unrealized +41.6%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $425 Shares 7,773 Est. Cost $79.79 Unrealized
USB U.S. Bancorp 0.1%
Value ($000) $418 Shares 7,971 Est. Cost $37.25 Unrealized +4.5%
V Visa Inc. Class A 0.1%
Value ($000) $416 Shares 2,396 Est. Cost $63.38 Unrealized +146.6%
GM General Motors Company 0.1%
Value ($000) $408 Shares 10,600 Est. Cost $25.19 Unrealized +37.9%
PSA Public Storage 0.1%
Value ($000) $404 Shares 1,698 Est. Cost $158.36 Unrealized +9.8%
ICLR ICON Plc 0.1%
Value ($000) $385 Shares 2,500 Est. Cost $140.24 Unrealized 0.0%
VLO Valero Energy Corporation 0.1%
Value ($000) $379 Shares 4,427 Est. Cost $42.14 Unrealized +49.5%
SLB Schlumberger NV 0.1%
Value ($000) $378 Shares 9,500 Est. Cost $51.22 Unrealized -34.3%
ACN Accenture Plc Class A 0.1%
Value ($000) $377 Shares 2,041 Est. Cost $83.76 Unrealized +95.4%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $373 Shares 6,668 Est. Cost $36.79 Unrealized +20.3%
PSX Phillips 66 0.1%
Value ($000) $371 Shares 3,970 Est. Cost $58.14 Unrealized +17.8%
LOW Lowe's Companies, Inc. 0.1%
Value ($000) $370 Shares 3,662 Est. Cost $65.57 Unrealized +42.5%
CCI Crown Castle International Corp 0.1%
Value ($000) $347 Shares 2,665 Est. Cost $81.32 Unrealized +18.8%
QCOM QUALCOMM Incorporated 0.1%
Value ($000) $342 Shares 4,500 Est. Cost $62.71 Unrealized 0.0%
GIS General Mills, Inc. 0.1%
Value ($000) $327 Shares 6,225 Est. Cost $40.79 Unrealized +1.1%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $327 Shares 6,000 Est. Cost $13.01 Unrealized 0.0%
COP ConocoPhillips 0.1%
Value ($000) $323 Shares 5,300 Est. Cost $49.24 Unrealized 0.0%
TGT Target Corporation 0.1%
Value ($000) $321 Shares 3,703 Est. Cost $44.13 Unrealized +53.5%
COST Costco Wholesale Corporation 0.1%
Value ($000) $320 Shares 1,212 Est. Cost $133.13 Unrealized +70.2%
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $317 Shares 3,598 Est. Cost $48.43 Unrealized +40.9%
EXC Exelon Corporation 0.1%
Value ($000) $317 Shares 6,614 Est. Cost $17.12 Unrealized +63.1%
WY Weyerhaeuser Company 0.0%
Value ($000) $309 Shares 11,740 Est. Cost $24.30 Unrealized -18.9%
SYK Stryker Corporation 0.0%
Value ($000) $300 Shares 1,458 Est. Cost $114.51 Unrealized +55.3%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $297 Shares 2,163 Est. Cost $98.81 Unrealized +5.4%
PPL PPL Corporation 0.0%
Value ($000) $295 Shares 9,500 Est. Cost $21.13 Unrealized +10.4%
IP International Paper Company 0.0%
Value ($000) $286 Shares 6,610 Est. Cost $34.43 Unrealized -8.9%
ECL Ecolab Inc. 0.0%
Value ($000) $278 Shares 1,409 Est. Cost $137.00 Unrealized +26.4%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $278 Shares 3,173 Est. Cost $58.00 Unrealized +17.0%
MET MetLife, Inc. 0.0%
Value ($000) $276 Shares 5,555 Est. Cost $30.78 Unrealized +22.1%
ETN Eaton Corp. Plc 0.0%
Value ($000) $275 Shares 3,300 Est. Cost $55.53 Unrealized +28.6%
CB Chubb Limited 0.0%
Value ($000) $272 Shares 1,848 Est. Cost $116.44 Unrealized +11.1%
ITW Illinois Tool Works Inc. 0.0%
Value ($000) $269 Shares 1,783 Est. Cost $107.53 Unrealized +19.6%
WM Waste Management, Inc. 0.0%
Value ($000) $265 Shares 2,300 Est. Cost $78.27 Unrealized +24.2%
AVB AvalonBay Communities, Inc. 0.0%
Value ($000) $264 Shares 1,300 Est. Cost $136.97 Unrealized +17.4%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $263 Shares 2,600 Est. Cost $71.74 Unrealized -0.3%
EMR Emerson Electric Co. 0.0%
Value ($000) $260 Shares 3,900 Est. Cost $49.22 Unrealized +16.7%
BlackRock, Inc. 0.0%
Value ($000) $256 Shares 545 Est. Cost $499.08 Unrealized
NKE NIKE, Inc. Class B 0.0%
Value ($000) $256 Shares 3,048 Est. Cost $49.34 Unrealized +56.2%
TJX TJX Companies Inc 0.0%
Value ($000) $249 Shares 4,700 Est. Cost $42.72 Unrealized +13.9%
ELV Anthem, Inc. 0.0%
Value ($000) $245 Shares 868 Est. Cost $141.45 Unrealized +76.6%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $244 Shares 4,151 Est. Cost $32.56 Unrealized +46.1%
MS Morgan Stanley 0.0%
Value ($000) $241 Shares 5,500 Est. Cost $34.31 Unrealized +5.7%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $237 Shares 1,432 Est. Cost $84.40 Unrealized +67.0%
PPG PPG Industries, Inc. 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $85.88 Unrealized +16.9%
DE Deere & Company 0.0%
Value ($000) $232 Shares 1,400 Est. Cost $128.61 Unrealized +10.0%
NUE Nucor Corporation 0.0%
Value ($000) $230 Shares 4,175 Est. Cost $48.98 Unrealized -2.3%
ADM Archer-Daniels-Midland Company 0.0%
Value ($000) $228 Shares 5,600 Est. Cost $34.09 Unrealized 0.0%
Raytheon Company 0.0%
Value ($000) $226 Shares 1,300 Est. Cost $182.31 Unrealized
BB&T Corporation 0.0%
Value ($000) $222 Shares 4,518 Est. Cost $46.48 Unrealized
GD General Dynamics Corporation 0.0%
Value ($000) $218 Shares 1,200 Est. Cost $143.71 Unrealized +2.8%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $214 Shares 661 Est. Cost $267.26 Unrealized 0.0%
MA Mastercard Incorporated Class A 0.0%
Value ($000) $212 Shares 800 Est. Cost $93.05 Unrealized +159.4%
HPQ HP Inc. 0.0%
Value ($000) $211 Shares 10,132 Est. Cost $9.09 Unrealized +72.9%
PCAR PACCAR Inc 0.0%
Value ($000) $208 Shares 2,900 Est. Cost $36.20 Unrealized 0.0%
AIG American International Group, Inc. 0.0%
Value ($000) $208 Shares 3,900 Est. Cost $41.92 Unrealized 0.0%
CL Colgate-Palmolive Company 0.0%
Value ($000) $208 Shares 2,900 Est. Cost $60.83 Unrealized 0.0%
JCI Johnson Controls International plc 0.0%
Value ($000) $204 Shares 4,944 Est. Cost $33.83 Unrealized -1.3%
SYY Sysco Corporation 0.0%
Value ($000) $203 Shares 2,876 Est. Cost $42.61 Unrealized +39.8%
CSX CSX Corporation 0.0%
Value ($000) $203 Shares 2,620 Est. Cost $23.56 Unrealized 0.0%
Mobile TeleSystems PJSC Sponsored ADR 0.0%
Value ($000) $141 Shares 15,100 Est. Cost $11.33 Unrealized