Perpetual Ltd Diversified Active

CIK: 0001647273 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Dec 8, 2020

Total Value ($000): $706,853 (100.0% shares, 0.0% debt)

Holdings (161)

MSFT MICROSOFT CORP 4.6%
Value ($000) $32,273 Shares 204,638 Est. Cost $145.96 Unrealized +7.1%
AMZN AMAZON COM INC 3.7%
Value ($000) $26,136 Shares 13,405 Est. Cost $96.79 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DDEL 3.0%
Value ($000) $20,958 Shares 114,629 Est. Cost $207.52 Unrealized +2.4%
PLD PROLOGIS INC. 2.3%
Value ($000) $15,918 Shares 198,055 Est. Cost $46.42 Unrealized +59.6%
BABA ALIBABA GROUP HLDG LTD 2.0%
Value ($000) $14,019 Shares 72,086 Est. Cost $149.52 Unrealized
IHS MARKIT LTD 1.9%
Value ($000) $13,353 Shares 222,547 Est. Cost $60.00 Unrealized
GOOG ALPHABET INC 1.6%
Value ($000) $11,615 Shares 9,989 Est. Cost $67.34 Unrealized 0.0%
ACTIVISION BLIZZARD INC 1.6%
Value ($000) $11,559 Shares 194,330 Est. Cost $58.49 Unrealized
EQIX EQUINIX INC 1.5%
Value ($000) $10,734 Shares 17,186 Est. Cost $515.35 Unrealized +4.0%
EQR EQUITY RESIDENTIAL 1.4%
Value ($000) $10,023 Shares 162,419 Est. Cost $48.51 Unrealized +26.5%
DOC HEALTHPEAK PROPERTIES INC 1.3%
Value ($000) $8,954 Shares 375,449 Est. Cost $25.47 Unrealized -6.1%
NDAQ NASDAQ INC 1.3%
Value ($000) $8,898 Shares 93,716 Est. Cost $22.24 Unrealized +46.4%
VRTX VERTEX PHARMACEUTICALS INC 1.2%
Value ($000) $8,783 Shares 36,910 Est. Cost $229.39 Unrealized 0.0%
LOW LOWES COS INC 1.2%
Value ($000) $8,607 Shares 100,027 Est. Cost $97.07 Unrealized +1.2%
NVDA NVIDIA CORP 1.2%
Value ($000) $8,385 Shares 31,810 Est. Cost $6.28 Unrealized 0.0%
ILMN ILLUMINA INC 1.2%
Value ($000) $8,153 Shares 29,850 Est. Cost $279.63 Unrealized 0.0%
KR KROGER CO 1.1%
Value ($000) $7,643 Shares 253,754 Est. Cost $25.91 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 1.1%
Value ($000) $7,426 Shares 54,178 Est. Cost $92.41 Unrealized +34.3%
V VISA INC 1.0%
Value ($000) $7,318 Shares 45,418 Est. Cost $174.50 Unrealized +3.5%
INVH INVITATION HOMES INC 1.0%
Value ($000) $7,152 Shares 334,673 Est. Cost $22.64 Unrealized +5.3%
AMERICAN TOWER CORP NEW 1.0%
Value ($000) $6,965 Shares 31,984 Est. Cost $217.77 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $6,887 Shares 21,640 Est. Cost $342.05 Unrealized 0.0%
ORCL ORACLE CORP 1.0%
Value ($000) $6,870 Shares 142,147 Est. Cost $49.71 Unrealized -4.4%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $6,641 Shares 69,365 Est. Cost $110.15 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.9%
Value ($000) $6,583 Shares 54,118 Est. Cost $123.12 Unrealized 0.0%
HDB HDFC BANK LTD 0.9%
Value ($000) $6,538 Shares 170,004 Est. Cost $38.46 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.9%
Value ($000) $6,281 Shares 14,395 Est. Cost $489.07 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.9%
Value ($000) $6,108 Shares 32,380 Est. Cost $72.12 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $6,008 Shares 24,093 Est. Cost $212.74 Unrealized +17.4%
MU MICRON TECHNOLOGY 0.8%
Value ($000) $6,001 Shares 142,680 Est. Cost $50.73 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $5,809 Shares 178,038 Est. Cost $39.07 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $5,797 Shares 24,000 Est. Cost $281.33 Unrealized +2.3%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $5,793 Shares 17,090 Est. Cost $325.87 Unrealized +2.8%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.8%
Value ($000) $5,788 Shares 39,608 Est. Cost $88.20 Unrealized +11.9%
DAR DARLING INGREDIENTS INC 0.8%
Value ($000) $5,782 Shares 301,640 Est. Cost $25.36 Unrealized 0.0%
CNC CENTENE CORP DEL 0.8%
Value ($000) $5,740 Shares 96,616 Est. Cost $60.68 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $5,713 Shares 41,800 Est. Cost $139.98 Unrealized +1.4%
BAC BK OF AMERICA CORP 0.8%
Value ($000) $5,706 Shares 268,773 Est. Cost $22.21 Unrealized +16.6%
ADSK AUTODESK INC 0.8%
Value ($000) $5,627 Shares 36,050 Est. Cost $183.53 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $5,544 Shares 30,778 Est. Cost $182.00 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.8%
Value ($000) $5,516 Shares 587,405 Est. Cost $9.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $5,491 Shares 114,891 Est. Cost $47.79 Unrealized
NKE NIKE INC 0.8%
Value ($000) $5,461 Shares 66,003 Est. Cost $84.21 Unrealized +2.0%
DY DYCOM INDS INC 0.8%
Value ($000) $5,429 Shares 211,643 Est. Cost $35.35 Unrealized 0.0%
VEEV VEEVA SYSINC 0.7%
Value ($000) $5,277 Shares 33,744 Est. Cost $146.59 Unrealized 0.0%
IWD ISHARES TR 0.7%
Value ($000) $5,147 Shares 51,900 Est. Cost $99.17 Unrealized
IQV IQVIA HLDGS INC 0.7%
Value ($000) $5,142 Shares 47,670 Est. Cost $142.88 Unrealized 0.0%
LAZARD LTD 0.7%
Value ($000) $5,012 Shares 212,731 Est. Cost $23.56 Unrealized
CRM SALESFORCE COM INC 0.7%
Value ($000) $4,923 Shares 34,192 Est. Cost $169.39 Unrealized 0.0%
BCO BRINKS CO 0.7%
Value ($000) $4,836 Shares 92,905 Est. Cost $72.82 Unrealized 0.0%
TKR TIMKEN CO 0.7%
Value ($000) $4,807 Shares 148,639 Est. Cost $47.31 Unrealized 0.0%
SAP SAP SE 0.7%
Value ($000) $4,798 Shares 43,425 Est. Cost $110.49 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $4,771 Shares 138,762 Est. Cost $34.82 Unrealized +3.5%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $4,751 Shares 104,456 Est. Cost $48.17 Unrealized 0.0%
INFY INFOSYS LTD 0.7%
Value ($000) $4,745 Shares 577,946 Est. Cost $8.21 Unrealized
CSX CSX CORP 0.7%
Value ($000) $4,709 Shares 82,182 Est. Cost $21.57 Unrealized 0.0%
ABT ABBOTT LABS 0.7%
Value ($000) $4,675 Shares 59,248 Est. Cost $74.60 Unrealized +1.0%
D DOMINION ENERGY INC 0.6%
Value ($000) $4,588 Shares 63,558 Est. Cost $61.85 Unrealized +2.1%
YUM YUM BRANDS INC 0.6%
Value ($000) $4,378 Shares 63,888 Est. Cost $83.57 Unrealized 0.0%
PCAR PACCAR INC 0.6%
Value ($000) $4,362 Shares 71,363 Est. Cost $38.21 Unrealized 0.0%
GENERAL ELECTRIC CO 0.6%
Value ($000) $4,272 Shares 538,058 Est. Cost $11.96 Unrealized
AGCO AGCO CORP 0.6%
Value ($000) $4,224 Shares 89,390 Est. Cost $52.90 Unrealized 0.0%
EXC EXELON CORP 0.6%
Value ($000) $4,189 Shares 113,799 Est. Cost $24.98 Unrealized +1.9%
AIG AMERICAN INTL GROUP INC 0.6%
Value ($000) $4,183 Shares 172,488 Est. Cost $36.87 Unrealized -0.3%
FLEETCOR TECHNOLOGIES INC 0.6%
Value ($000) $4,159 Shares 22,298 Est. Cost $186.52 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $4,027 Shares 84,222 Est. Cost $52.75 Unrealized +1.1%
MEDTRONIC PLC 0.6%
Value ($000) $4,024 Shares 44,622 Est. Cost $90.18 Unrealized
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $4,013 Shares 8,103 Est. Cost $183.15 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.6%
Value ($000) $3,967 Shares 69,014 Est. Cost $63.82 Unrealized
LINDE PLC 0.6%
Value ($000) $3,964 Shares 22,915 Est. Cost $172.43 Unrealized
MELI MERCADOLIBRE INC 0.6%
Value ($000) $3,947 Shares 8,078 Est. Cost $616.66 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,914 Shares 16,265 Est. Cost $48.59 Unrealized +11.8%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $3,753 Shares 457,083 Est. Cost $9.30 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.5%
Value ($000) $3,750 Shares 40,185 Est. Cost $114.23 Unrealized 0.0%
EXTENDED STAY AMER INC 0.5%
Value ($000) $3,574 Shares 488,903 Est. Cost $7.31 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $3,564 Shares 3,067 Est. Cost $48.41 Unrealized +38.9%
TD AMERITRADE HLDG CORP 0.5%
Value ($000) $3,557 Shares 102,633 Est. Cost $34.66 Unrealized
TRNO TERRENO REALTY CORP 0.5%
Value ($000) $3,526 Shares 68,139 Est. Cost $30.73 Unrealized
CTVA CORTEVA INC 0.5%
Value ($000) $3,524 Shares 149,944 Est. Cost $25.57 Unrealized 0.0%
AVGO BROADCOM INC 0.5%
Value ($000) $3,458 Shares 14,584 Est. Cost $24.30 Unrealized -0.1%
JACOBS ENGR GROUP INC 0.5%
Value ($000) $3,426 Shares 43,222 Est. Cost $79.27 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.5%
Value ($000) $3,425 Shares 31,641 Est. Cost $108.25 Unrealized
KRC KILROY RLTY CORP 0.5%
Value ($000) $3,423 Shares 53,733 Est. Cost $64.24 Unrealized
ELV ANTHEM INC 0.5%
Value ($000) $3,414 Shares 15,038 Est. Cost $245.07 Unrealized +2.6%
MLCO MELCO RESORTS AND ENTMNT LTD 0.5%
Value ($000) $3,345 Shares 269,780 Est. Cost $20.13 Unrealized
CUBE CUBESMART 0.5%
Value ($000) $3,331 Shares 124,345 Est. Cost $28.48 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.5%
Value ($000) $3,310 Shares 271,573 Est. Cost $22.75 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.5%
Value ($000) $3,298 Shares 43,700 Est. Cost $76.24 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.5%
Value ($000) $3,231 Shares 25,404 Est. Cost $127.18 Unrealized
LEN LENNAR CORP 0.5%
Value ($000) $3,204 Shares 83,886 Est. Cost $52.24 Unrealized 0.0%
ARISTA NETWORKS INC 0.5%
Value ($000) $3,196 Shares 15,778 Est. Cost $238.92 Unrealized
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $3,196 Shares 6,546 Est. Cost $410.21 Unrealized 0.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,173 Shares 53,487 Est. Cost $55.34 Unrealized -0.1%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $3,160 Shares 2,349 Est. Cost $1726.46 Unrealized 0.0%
CLH CLEAN HARBORS INC 0.4%
Value ($000) $3,148 Shares 61,307 Est. Cost $73.03 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO 0.4%
Value ($000) $3,126 Shares 30,528 Est. Cost $87.69 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,066 Shares 74,750 Est. Cost $41.02 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $3,061 Shares 18,350 Est. Cost $157.76 Unrealized +23.2%
KTOS KRATOS DEFENSE AND SEC SOLUTIO 0.4%
Value ($000) $2,937 Shares 212,220 Est. Cost $17.24 Unrealized 0.0%
WAB WABTEC 0.4%
Value ($000) $2,902 Shares 60,288 Est. Cost $66.30 Unrealized 0.0%
WU WESTERN UN CO 0.4%
Value ($000) $2,865 Shares 158,021 Est. Cost $18.13 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $2,811 Shares 97,932 Est. Cost $38.47 Unrealized -4.8%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,724 Shares 38,039 Est. Cost $77.15 Unrealized 0.0%
FTV FORTIVE CORP 0.4%
Value ($000) $2,682 Shares 48,598 Est. Cost $42.63 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.4%
Value ($000) $2,671 Shares 55,090 Est. Cost $62.27 Unrealized 0.0%
UHAL AMERCO 0.4%
Value ($000) $2,645 Shares 9,103 Est. Cost $33.77 Unrealized 0.0%
GEO GEO GROUP INC NEW 0.4%
Value ($000) $2,609 Shares 214,538 Est. Cost $13.18 Unrealized 0.0%
EXP EAGLE MATLS INC 0.4%
Value ($000) $2,530 Shares 43,310 Est. Cost $77.40 Unrealized 0.0%
KOP KOPPERS HOLDINGS INC 0.4%
Value ($000) $2,508 Shares 202,763 Est. Cost $24.89 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.4%
Value ($000) $2,479 Shares 11,256 Est. Cost $186.57 Unrealized +24.5%
NIELSEN HLDGS PLC 0.3%
Value ($000) $2,465 Shares 196,533 Est. Cost $12.54 Unrealized
LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $2,417 Shares 53,176 Est. Cost $45.45 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $2,389 Shares 17,257 Est. Cost $131.31 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $2,314 Shares 43,123 Est. Cost $63.27 Unrealized +0.8%
CERIDIAN HCM HLDG INC 0.3%
Value ($000) $2,306 Shares 46,065 Est. Cost $66.23 Unrealized 0.0%
CBRE CBRE GROUP INC 0.3%
Value ($000) $2,264 Shares 60,032 Est. Cost $55.26 Unrealized 0.0%
HESS CORP 0.3%
Value ($000) $2,218 Shares 66,618 Est. Cost $33.29 Unrealized
IBN ICICI BANK LIMITED 0.3%
Value ($000) $2,170 Shares 255,340 Est. Cost $8.50 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $2,024 Shares 8,432 Est. Cost $240.04 Unrealized
IT GARTNER INC 0.3%
Value ($000) $1,957 Shares 19,651 Est. Cost $137.00 Unrealized 0.0%
APTIV PLC 0.3%
Value ($000) $1,943 Shares 39,453 Est. Cost $49.25 Unrealized
ESRT EMPIRE ST RLTY TR INC 0.3%
Value ($000) $1,887 Shares 210,582 Est. Cost $19.83 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1,875 Shares 12,414 Est. Cost $142.31 Unrealized 0.0%
ATLASSIAN CORP PLC 0.3%
Value ($000) $1,863 Shares 13,570 Est. Cost $137.29 Unrealized
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $1,846 Shares 114,011 Est. Cost $16.71 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $1,832 Shares 27,455 Est. Cost $66.51 Unrealized 0.0%
UE URBAN EDGE PPTYS 0.3%
Value ($000) $1,811 Shares 205,569 Est. Cost $8.81 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1,778 Shares 7,740 Est. Cost $224.75 Unrealized +0.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $1,691 Shares 36,393 Est. Cost $54.50 Unrealized 0.0%
MGM GROWTH PPTYS LLC 0.2%
Value ($000) $1,687 Shares 71,268 Est. Cost $23.67 Unrealized
CYRUSONE INC 0.2%
Value ($000) $1,654 Shares 26,783 Est. Cost $61.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,644 Shares 49,000 Est. Cost $33.55 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,611 Shares 23,817 Est. Cost $71.93 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $1,519 Shares 36,072 Est. Cost $51.93 Unrealized +4.4%
STORE CAPITAL CORP 0.2%
Value ($000) $1,398 Shares 77,145 Est. Cost $35.49 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,394 Shares 4,888 Est. Cost $241.91 Unrealized +14.8%
PAGS PAGSEGURO DIGITAL LTD 0.2%
Value ($000) $1,365 Shares 70,599 Est. Cost $35.99 Unrealized -15.6%
SPIRIT AEROSYSTEMS HLDGS INC 0.2%
Value ($000) $1,310 Shares 54,724 Est. Cost $23.94 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,308 Shares 37,982 Est. Cost $37.23 Unrealized -0.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,205 Shares 28,080 Est. Cost $42.91 Unrealized
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $1,193 Shares 87,270 Est. Cost $15.84 Unrealized 0.0%
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $1,189 Shares 8,201 Est. Cost $196.60 Unrealized 0.0%
PRKS SEASWORLD ENTMT INC 0.2%
Value ($000) $1,179 Shares 107,010 Est. Cost $27.37 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $1,164 Shares 72,321 Est. Cost $25.18 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $1,139 Shares 9,383 Est. Cost $141.56 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,038 Shares 15,791 Est. Cost $61.93 Unrealized +14.6%
SPG SIMON PPTY GROUP INC EW 0.1%
Value ($000) $1,018 Shares 18,559 Est. Cost $97.01 Unrealized -11.2%
ARMK ARAMARK 0.1%
Value ($000) $962 Shares 48,170 Est. Cost $24.41 Unrealized 0.0%
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $808 Shares 8,762 Est. Cost $87.04 Unrealized +9.8%
JBGS JBG SMITH PPTYS 0.1%
Value ($000) $755 Shares 23,721 Est. Cost $31.83 Unrealized
ANGL VANECK VECTORS ETF TR 0.1%
Value ($000) $627 Shares 24,475 Est. Cost $25.62 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $557 Shares 41,290 Est. Cost $26.83 Unrealized -5.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $548 Shares 61,054 Est. Cost $10.97 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $447 Shares 14,871 Est. Cost $31.52 Unrealized 0.0%
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $405 Shares 10,785 Est. Cost $40.81 Unrealized 0.0%
OVV OVINTIV INC 0.1%
Value ($000) $373 Shares 138,153 Est. Cost $13.13 Unrealized 0.0%
HANESBRANDS INC 0.0%
Value ($000) $276 Shares 35,101 Est. Cost $7.86 Unrealized
AMCX AMC NETWORKS INC 0.0%
Value ($000) $226 Shares 9,309 Est. Cost $33.88 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $202 Shares 19,221 Est. Cost $15.92 Unrealized 0.0%
QURATE RETAIL INC 0.0%
Value ($000) $171 Shares 27,939 Est. Cost $6.12 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $40 Shares 1,400 Est. Cost $39.65 Unrealized 0.0%