Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 10, 2019

Total Value ($000): $649,611 (100.0% shares, 0.0% debt)

Holdings (164)

General Electric Company 5.5%
Value ($000) $35,425 Shares 3,962,565 Est. Cost $12.13 Unrealized
BABA Alibaba Group Holding Ltd. Sponsored ADR 5.0%
Value ($000) $32,481 Shares 194,235 Est. Cost $149.52 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 4.9%
Value ($000) $32,129 Shares 154,456 Est. Cost $206.04 Unrealized 0.0%
NOMD Nomad Foods Ltd. 4.8%
Value ($000) $31,130 Shares 1,518,542 Est. Cost $15.64 Unrealized +36.3%
NDAQ Nasdaq, Inc. 4.3%
Value ($000) $28,149 Shares 283,338 Est. Cost $21.37 Unrealized +41.8%
GOOGL Alphabet Inc. Class A 3.6%
Value ($000) $23,072 Shares 18,895 Est. Cost $48.41 Unrealized +21.4%
MLCO Melco Resorts and Entertainment Ltd Shs Sponsored American Deposit Receipt Repr 3 Shs 3.2%
Value ($000) $21,017 Shares 1,082,783 Est. Cost $20.13 Unrealized
TPR Tapestry, Inc. 3.2%
Value ($000) $20,645 Shares 792,519 Est. Cost $27.23 Unrealized -17.8%
VZ Verizon Communications Inc. 3.2%
Value ($000) $20,488 Shares 339,428 Est. Cost $32.66 Unrealized +23.8%
EQR Equity Residential 2.7%
Value ($000) $17,462 Shares 202,455 Est. Cost $48.51 Unrealized +31.9%
UNH UnitedHealth Group Incorporated 2.6%
Value ($000) $16,924 Shares 77,877 Est. Cost $210.44 Unrealized +3.2%
PLD Prologis, Inc. 2.5%
Value ($000) $16,108 Shares 189,007 Est. Cost $45.09 Unrealized +53.6%
BAC Bank of America Corp 2.5%
Value ($000) $15,980 Shares 547,800 Est. Cost $22.21 Unrealized +10.6%
HCP, Inc. 2.3%
Value ($000) $14,864 Shares 418,471 Est. Cost $26.97 Unrealized
MDLZ Mondelez International, Inc. Class A 2.1%
Value ($000) $13,465 Shares 243,400 Est. Cost $35.04 Unrealized +33.2%
WHR Whirlpool Corporation 1.9%
Value ($000) $12,352 Shares 78,000 Est. Cost $125.98 Unrealized +14.0%
YY, Inc. Sponsored ADR Class A 1.6%
Value ($000) $10,519 Shares 187,073 Est. Cost $75.61 Unrealized
EBAY eBay Inc. 1.6%
Value ($000) $10,349 Shares 265,500 Est. Cost $32.06 Unrealized +12.3%
ARE Alexandria Real Estate Equities, Inc. 1.6%
Value ($000) $10,345 Shares 67,569 Est. Cost $92.41 Unrealized +25.1%
EEFT Euronet Worldwide, Inc. 1.5%
Value ($000) $10,033 Shares 68,579 Est. Cost $84.72 Unrealized +82.7%
ORCL Oracle Corporation 1.5%
Value ($000) $9,783 Shares 177,775 Est. Cost $49.91 Unrealized +0.9%
Arista Networks, Inc. 1.5%
Value ($000) $9,495 Shares 39,741 Est. Cost $238.92 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd. 1.4%
Value ($000) $9,194 Shares 177,600 Est. Cost $50.73 Unrealized 0.0%
CPRI Capri Holdings Limited 1.4%
Value ($000) $9,096 Shares 274,301 Est. Cost $32.04 Unrealized 0.0%
META Facebook, Inc. Class A 1.3%
Value ($000) $8,512 Shares 47,800 Est. Cost $145.54 Unrealized +29.7%
Interxion Holding N.V. 1.2%
Value ($000) $7,867 Shares 98,333 Est. Cost $50.78 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 1.2%
Value ($000) $7,858 Shares 57,245 Est. Cost $110.74 Unrealized +10.7%
EXPE Expedia Group, Inc. 1.2%
Value ($000) $7,809 Shares 58,100 Est. Cost $129.93 Unrealized 0.0%
INVH Invitation Homes, Inc. 1.1%
Value ($000) $7,422 Shares 250,658 Est. Cost $22.00 Unrealized +6.7%
Qiwi Plc Sponsored ADR Class B 1.1%
Value ($000) $7,387 Shares 336,551 Est. Cost $21.95 Unrealized
AMT American Tower Corporation 1.1%
Value ($000) $7,025 Shares 31,766 Est. Cost $128.39 Unrealized +42.8%
ESS Essex Property Trust, Inc. 1.1%
Value ($000) $6,839 Shares 20,956 Est. Cost $186.57 Unrealized +33.8%
SLB Schlumberger NV 1.0%
Value ($000) $6,424 Shares 188,000 Est. Cost $31.98 Unrealized -3.2%
BXP Boston Properties, Inc. 1.0%
Value ($000) $6,247 Shares 48,012 Est. Cost $87.04 Unrealized +9.2%
Federal Realty Investment Trust 0.9%
Value ($000) $6,145 Shares 45,000 Est. Cost $131.22 Unrealized
VEREIT, Inc. Class A 0.9%
Value ($000) $6,121 Shares 634,275 Est. Cost $9.65 Unrealized
TRNO Terreno Realty Corporation 0.9%
Value ($000) $5,900 Shares 115,103 Est. Cost $30.73 Unrealized
ELS Equity LifeStyle Properties, Inc. 0.9%
Value ($000) $5,745 Shares 43,057 Est. Cost $59.18 Unrealized
STORE Capital Corporation 0.9%
Value ($000) $5,533 Shares 148,585 Est. Cost $35.49 Unrealized
KRC Kilroy Realty Corporation 0.8%
Value ($000) $4,963 Shares 64,003 Est. Cost $63.39 Unrealized
BIDU Baidu, Inc. Sponsored ADR Class A 0.7%
Value ($000) $4,549 Shares 44,266 Est. Cost $196.79 Unrealized
ESRT Empire State Realty Trust, Inc. Class A 0.7%
Value ($000) $4,381 Shares 308,075 Est. Cost $19.83 Unrealized
SPG Simon Property Group, Inc. 0.7%
Value ($000) $4,355 Shares 27,979 Est. Cost $107.91 Unrealized +1.0%
Healthcare Realty Trust Incorporated 0.7%
Value ($000) $4,262 Shares 127,211 Est. Cost $29.62 Unrealized
DIS Walt Disney Company 0.6%
Value ($000) $4,145 Shares 31,807 Est. Cost $116.50 Unrealized +15.2%
MSFT Microsoft Corporation 0.5%
Value ($000) $3,220 Shares 23,164 Est. Cost $57.84 Unrealized +124.6%
JNJ Johnson & Johnson 0.5%
Value ($000) $3,030 Shares 23,419 Est. Cost $94.91 Unrealized +15.9%
AAPL Apple Inc. 0.4%
Value ($000) $2,815 Shares 12,570 Est. Cost $33.86 Unrealized +48.3%
Equity Commonwealth 0.4%
Value ($000) $2,753 Shares 80,453 Est. Cost $31.22 Unrealized
XOM Exxon Mobil Corporation 0.4%
Value ($000) $2,517 Shares 35,644 Est. Cost $55.36 Unrealized -2.9%
T AT&T Inc. 0.4%
Value ($000) $2,499 Shares 66,041 Est. Cost $13.13 Unrealized +29.5%
CUBE CubeSmart 0.4%
Value ($000) $2,437 Shares 69,531 Est. Cost $35.05 Unrealized
CVX Chevron Corporation 0.4%
Value ($000) $2,397 Shares 20,212 Est. Cost $78.04 Unrealized +17.3%
PG Procter & Gamble Company 0.4%
Value ($000) $2,395 Shares 19,253 Est. Cost $70.21 Unrealized +43.8%
PFE Pfizer Inc. 0.4%
Value ($000) $2,351 Shares 65,423 Est. Cost $21.87 Unrealized +23.5%
ABBV AbbVie, Inc. 0.3%
Value ($000) $2,090 Shares 27,600 Est. Cost $58.47 Unrealized -10.1%
KO Coca-Cola Company 0.3%
Value ($000) $1,837 Shares 33,738 Est. Cost $31.72 Unrealized +38.6%
MRK Merck & Co., Inc. 0.3%
Value ($000) $1,800 Shares 21,377 Est. Cost $40.90 Unrealized +60.1%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $1,743 Shares 14,811 Est. Cost $62.73 Unrealized +51.6%
STNE StoneCo Ltd. Class A 0.3%
Value ($000) $1,715 Shares 49,300 Est. Cost $29.58 Unrealized
PEP PepsiCo, Inc. 0.3%
Value ($000) $1,654 Shares 12,065 Est. Cost $82.46 Unrealized +32.6%
HD Home Depot, Inc. 0.2%
Value ($000) $1,577 Shares 6,798 Est. Cost $119.39 Unrealized +56.7%
CPT Camden Property Trust 0.2%
Value ($000) $1,467 Shares 13,231 Est. Cost $72.10 Unrealized +20.0%
Activision Blizzard, Inc. 0.2%
Value ($000) $1,459 Shares 27,570 Est. Cost $52.83 Unrealized
HST Host Hotels & Resorts, Inc. 0.2%
Value ($000) $1,410 Shares 81,520 Est. Cost $14.43 Unrealized -6.2%
WFC Wells Fargo & Company 0.2%
Value ($000) $1,294 Shares 25,657 Est. Cost $43.64 Unrealized -8.8%
CSCO Cisco Systems, Inc. 0.2%
Value ($000) $1,175 Shares 23,789 Est. Cost $21.40 Unrealized +99.9%
IBM International Business Machines Corporation 0.2%
Value ($000) $1,142 Shares 7,856 Est. Cost $108.09 Unrealized -5.2%
INTC Intel Corporation 0.2%
Value ($000) $1,100 Shares 21,356 Est. Cost $29.67 Unrealized +45.0%
AMGN Amgen Inc. 0.2%
Value ($000) $1,075 Shares 5,554 Est. Cost $128.86 Unrealized +22.6%
PANW Palo Alto Networks, Inc. 0.2%
Value ($000) $978 Shares 4,800 Est. Cost $35.39 Unrealized 0.0%
CMCSA Comcast Corporation Class A 0.1%
Value ($000) $956 Shares 21,214 Est. Cost $27.99 Unrealized +34.0%
MCD McDonald''''''''''''''''s Corporation 0.1%
Value ($000) $953 Shares 4,440 Est. Cost $105.30 Unrealized +75.5%
HUYA HUYA, Inc. Sponsored ADR Class A 0.1%
Value ($000) $950 Shares 40,200 Est. Cost $22.61 Unrealized
WMT Walmart Inc. 0.1%
Value ($000) $932 Shares 7,852 Est. Cost $19.92 Unrealized +73.0%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $913 Shares 14,400 Est. Cost $50.96 Unrealized +0.1%
MDT Medtronic Plc 0.1%
Value ($000) $871 Shares 8,018 Est. Cost $59.46 Unrealized +47.2%
Linde plc 0.1%
Value ($000) $855 Shares 4,416 Est. Cost $170.08 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $829 Shares 16,344 Est. Cost $40.02 Unrealized -8.1%
AVGO Broadcom Inc. 0.1%
Value ($000) $816 Shares 2,955 Est. Cost $24.38 Unrealized -1.5%
DouYu International Holdings Ltd. Sponsored ADR 0.1%
Value ($000) $802 Shares 97,900 Est. Cost $8.19 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $769 Shares 12,197 Est. Cost $55.46 Unrealized -12.8%
C Citigroup Inc. 0.1%
Value ($000) $743 Shares 10,749 Est. Cost $46.59 Unrealized +16.2%
MMM 3M Company 0.1%
Value ($000) $725 Shares 4,412 Est. Cost $97.17 Unrealized +13.8%
AXON Axon Enterprise Inc 0.1%
Value ($000) $717 Shares 12,623 Est. Cost $56.17 Unrealized +12.3%
ABT Abbott Laboratories 0.1%
Value ($000) $703 Shares 8,400 Est. Cost $70.22 Unrealized +8.4%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $676 Shares 2,901 Est. Cost $22.28 Unrealized +107.6%
SO Southern Company 0.1%
Value ($000) $660 Shares 10,684 Est. Cost $34.03 Unrealized +33.1%
LLY Eli Lilly and Company 0.1%
Value ($000) $637 Shares 5,700 Est. Cost $70.70 Unrealized +45.3%
UPS United Parcel Service, Inc. Class B 0.1%
Value ($000) $613 Shares 5,114 Est. Cost $79.45 Unrealized +12.0%
UNP Union Pacific Corporation 0.1%
Value ($000) $593 Shares 3,662 Est. Cost $92.08 Unrealized +58.3%
TXN Texas Instruments Incorporated 0.1%
Value ($000) $577 Shares 4,461 Est. Cost $60.89 Unrealized +68.9%
United Technologies Corporation 0.1%
Value ($000) $570 Shares 4,175 Est. Cost $114.24 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $556 Shares 1,425 Est. Cost $226.59 Unrealized +39.7%
D Dominion Energy Inc 0.1%
Value ($000) $543 Shares 6,700 Est. Cost $50.99 Unrealized +14.5%
SBUX Starbucks Corporation 0.1%
Value ($000) $526 Shares 5,952 Est. Cost $46.95 Unrealized +71.8%
HON Honeywell International Inc. 0.1%
Value ($000) $521 Shares 3,080 Est. Cost $93.43 Unrealized +49.1%
LYB LyondellBasell Industries NV 0.1%
Value ($000) $518 Shares 5,790 Est. Cost $42.55 Unrealized +26.2%
GM General Motors Company 0.1%
Value ($000) $480 Shares 12,800 Est. Cost $27.05 Unrealized +33.1%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $469 Shares 3,300 Est. Cost $93.45 Unrealized +17.4%
VMware, Inc. Class A 0.1%
Value ($000) $465 Shares 3,100 Est. Cost $150.00 Unrealized
BAP Credicorp Ltd. 0.1%
Value ($000) $459 Shares 2,200 Est. Cost $144.14 Unrealized +27.3%
OXY Occidental Petroleum Corporation 0.1%
Value ($000) $449 Shares 10,100 Est. Cost $62.78 Unrealized -33.5%
CAT Caterpillar Inc. 0.1%
Value ($000) $442 Shares 3,500 Est. Cost $114.70 Unrealized -3.1%
USB U.S. Bancorp 0.1%
Value ($000) $441 Shares 7,971 Est. Cost $37.25 Unrealized +10.4%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $430 Shares 7,773 Est. Cost $79.79 Unrealized
APD Air Products and Chemicals, Inc. 0.1%
Value ($000) $429 Shares 1,934 Est. Cost $124.48 Unrealized +54.7%
PSA Public Storage 0.1%
Value ($000) $416 Shares 1,698 Est. Cost $158.36 Unrealized +21.2%
V Visa Inc. Class A 0.1%
Value ($000) $412 Shares 2,396 Est. Cost $63.38 Unrealized +168.7%
PSX Phillips 66 0.1%
Value ($000) $407 Shares 3,970 Est. Cost $58.14 Unrealized +32.9%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $405 Shares 6,668 Est. Cost $36.79 Unrealized +17.1%
LOW Lowe''''''''''''''''s Companies, Inc. 0.1%
Value ($000) $403 Shares 3,662 Est. Cost $65.57 Unrealized +43.4%
TGT Target Corporation 0.1%
Value ($000) $396 Shares 3,703 Est. Cost $44.13 Unrealized +82.1%
ACN Accenture Plc Class A 0.1%
Value ($000) $393 Shares 2,041 Est. Cost $83.76 Unrealized +110.7%
VLO Valero Energy Corporation 0.1%
Value ($000) $377 Shares 4,427 Est. Cost $42.14 Unrealized +48.2%
LVS Las Vegas Sands Corp. 0.1%
Value ($000) $375 Shares 6,500 Est. Cost $59.53 Unrealized -10.4%
BA Boeing Company 0.1%
Value ($000) $370 Shares 972 Est. Cost $158.76 Unrealized +122.0%
CCI Crown Castle International Corp 0.1%
Value ($000) $370 Shares 2,665 Est. Cost $81.32 Unrealized +28.8%
ICLR ICON Plc 0.1%
Value ($000) $368 Shares 2,500 Est. Cost $140.24 Unrealized +9.5%
COST Costco Wholesale Corporation 0.1%
Value ($000) $349 Shares 1,212 Est. Cost $133.13 Unrealized +92.6%
SNPS Synopsys, Inc. 0.1%
Value ($000) $344 Shares 2,510 Est. Cost $87.42 Unrealized +54.7%
AEP American Electric Power Company, Inc. 0.1%
Value ($000) $337 Shares 3,598 Est. Cost $48.43 Unrealized +49.6%
IBKR Interactive Brokers Group, Inc. Class A 0.0%
Value ($000) $322 Shares 6,000 Est. Cost $13.01 Unrealized -8.1%
EXC Exelon Corporation 0.0%
Value ($000) $320 Shares 6,614 Est. Cost $17.12 Unrealized +56.4%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $303 Shares 2,163 Est. Cost $98.81 Unrealized +9.0%
COP ConocoPhillips 0.0%
Value ($000) $302 Shares 5,300 Est. Cost $49.24 Unrealized -8.0%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $300 Shares 3,173 Est. Cost $58.00 Unrealized +21.6%
PPL PPL Corporation 0.0%
Value ($000) $299 Shares 9,500 Est. Cost $21.13 Unrealized +9.1%
NKE NIKE, Inc. Class B 0.0%
Value ($000) $286 Shares 3,048 Est. Cost $49.34 Unrealized +59.6%
AVB AvalonBay Communities, Inc. 0.0%
Value ($000) $280 Shares 1,300 Est. Cost $136.97 Unrealized +22.0%
ECL Ecolab Inc. 0.0%
Value ($000) $279 Shares 1,409 Est. Cost $137.00 Unrealized +36.6%
ITW Illinois Tool Works Inc. 0.0%
Value ($000) $279 Shares 1,783 Est. Cost $107.53 Unrealized +21.1%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $278 Shares 1,100 Est. Cost $223.55 Unrealized 0.0%
IP International Paper Company 0.0%
Value ($000) $276 Shares 6,610 Est. Cost $34.43 Unrealized -14.8%
ETN Eaton Corp. Plc 0.0%
Value ($000) $274 Shares 3,300 Est. Cost $55.53 Unrealized +29.9%
WM Waste Management, Inc. 0.0%
Value ($000) $265 Shares 2,300 Est. Cost $78.27 Unrealized +34.3%
TJX TJX Companies Inc 0.0%
Value ($000) $262 Shares 4,700 Est. Cost $42.72 Unrealized +17.3%
MET MetLife, Inc. 0.0%
Value ($000) $262 Shares 5,555 Est. Cost $30.78 Unrealized +25.0%
EMR Emerson Electric Co. 0.0%
Value ($000) $261 Shares 3,900 Est. Cost $49.22 Unrealized +10.4%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $258 Shares 4,151 Est. Cost $32.56 Unrealized +47.5%
Raytheon Company 0.0%
Value ($000) $255 Shares 1,300 Est. Cost $182.31 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $248 Shares 661 Est. Cost $267.26 Unrealized +19.2%
BlackRock, Inc. 0.0%
Value ($000) $243 Shares 545 Est. Cost $499.08 Unrealized
BB&T Corporation 0.0%
Value ($000) $241 Shares 4,518 Est. Cost $46.48 Unrealized
PPG PPG Industries, Inc. 0.0%
Value ($000) $237 Shares 2,000 Est. Cost $85.88 Unrealized +18.6%
DE Deere & Company 0.0%
Value ($000) $236 Shares 1,400 Est. Cost $128.61 Unrealized +13.5%
MS Morgan Stanley 0.0%
Value ($000) $235 Shares 5,500 Est. Cost $34.31 Unrealized +2.1%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $234 Shares 2,600 Est. Cost $71.74 Unrealized -8.3%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $231 Shares 1,432 Est. Cost $84.40 Unrealized +70.6%
ADM Archer-Daniels-Midland Company 0.0%
Value ($000) $230 Shares 5,600 Est. Cost $34.09 Unrealized -3.1%
SYY Sysco Corporation 0.0%
Value ($000) $228 Shares 2,876 Est. Cost $42.61 Unrealized +45.0%
GD General Dynamics Corporation 0.0%
Value ($000) $219 Shares 1,200 Est. Cost $143.71 Unrealized +11.6%
CB Chubb Limited 0.0%
Value ($000) $218 Shares 1,348 Est. Cost $116.44 Unrealized +19.7%
AIG American International Group, Inc. 0.0%
Value ($000) $217 Shares 3,900 Est. Cost $41.92 Unrealized +11.6%
JCI Johnson Controls International plc 0.0%
Value ($000) $217 Shares 4,944 Est. Cost $33.83 Unrealized +9.4%
MA Mastercard Incorporated Class A 0.0%
Value ($000) $217 Shares 800 Est. Cost $93.05 Unrealized +186.0%
CL Colgate-Palmolive Company 0.0%
Value ($000) $213 Shares 2,900 Est. Cost $60.83 Unrealized +2.8%
NUE Nucor Corporation 0.0%
Value ($000) $213 Shares 4,175 Est. Cost $48.98 Unrealized -6.5%
XEL Xcel Energy Inc. 0.0%
Value ($000) $208 Shares 3,200 Est. Cost $51.21 Unrealized 0.0%
ELV Anthem, Inc. 0.0%
Value ($000) $208 Shares 868 Est. Cost $141.45 Unrealized +77.7%
SYK Stryker Corporation 0.0%
Value ($000) $207 Shares 958 Est. Cost $114.51 Unrealized +74.8%
WEC WEC Energy Group Inc 0.0%
Value ($000) $202 Shares 2,123 Est. Cost $73.50 Unrealized 0.0%
HPQ HP Inc. 0.0%
Value ($000) $192 Shares 10,132 Est. Cost $9.09 Unrealized +73.0%
Mobile TeleSystems PJSC Sponsored ADR 0.0%
Value ($000) $122 Shares 15,100 Est. Cost $11.33 Unrealized