Perpetual Ltd Q3 2019 Filing

Filed October 10, 2019

Portfolio Value

$649.6B

Holdings

164

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
GEGeneral Electric Company
3,962,565$35.4B5.45%
2
BABAAlibaba Group Holding Ltd. Sponsored ADR
194,235$32.5B5.00%
3
BRK/BBerkshire Hathaway Inc. Class B
154,456$32.1B4.95%
4
NOMDNomad Foods Ltd.
1,518,542$31.1B4.79%
5
NDAQNasdaq, Inc.
283,338$28.1B4.33%
6
GOOGLAlphabet Inc. Class A
18,895$23.1B3.55%
7
MLCOMelco Resorts and Entertainment Ltd Shs Sponsored American Deposit Receipt Repr 3 Shs
1,082,783$21.0B3.24%
8
TPRTapestry, Inc.
792,519$20.6B3.18%
9
BACVerizon Communications Inc.
339,428$20.5B3.15%
10
EQREquity Residential
202,455$17.5B2.69%
11
UNHUnitedHealth Group Incorporated
77,877$16.9B2.61%
12
PLDPrologis, Inc.
189,007$16.1B2.48%
13
BACBank of America Corp
547,800$16.0B2.46%
14
HCP, Inc.
418,471$14.9B2.29%
15
MDLZMondelez International, Inc. Class A
243,400$13.5B2.07%
16
WHRWhirlpool Corporation
78,000$12.4B1.90%
17
YYEURYY, Inc. Sponsored ADR Class A
187,073$10.5B1.62%
18
EBAeBay Inc.
265,500$10.3B1.59%
19
AREAlexandria Real Estate Equities, Inc.
67,569$10.3B1.59%
20
EEFTEuronet Worldwide, Inc.
68,579$10.0B1.54%
21
ORCLOracle Corporation
177,775$9.8B1.51%
22
ANETEURArista Networks, Inc.
39,741$9.5B1.46%
23
NCLHNorwegian Cruise Line Holdings Ltd.
177,600$9.2B1.42%
24
CPRICapri Holdings Limited
274,301$9.1B1.40%
25
METAFacebook, Inc. Class A
47,800$8.5B1.31%
26
Interxion Holding N.V.
98,333$7.9B1.21%
27
ZBHZimmer Biomet Holdings, Inc.
57,245$7.9B1.21%
28
EXPEExpedia Group, Inc.
58,100$7.8B1.20%
29
INVHInvitation Homes, Inc.
250,658$7.4B1.14%
30
QIWQiwi Plc Sponsored ADR Class B
336,551$7.4B1.14%
31
AMTAmerican Tower Corporation
31,766$7.0B1.08%
32
ESSEssex Property Trust, Inc.
20,956$6.8B1.05%
33
SLBSchlumberger NV
188,000$6.4B0.99%
34
BXPBoston Properties, Inc.
48,012$6.2B0.96%
35
FRTEURFederal Realty Investment Trust
45,000$6.1B0.95%
36
ARCPEURVEREIT, Inc. Class A
634,275$6.1B0.94%
37
TRNOTerreno Realty Corporation
115,103$5.9B0.91%
38
ELSEquity LifeStyle Properties, Inc.
43,057$5.7B0.88%
39
S76STORE Capital Corporation
148,585$5.5B0.85%
40
KRCKilroy Realty Corporation
64,003$5.0B0.76%
41
BIDUNBaidu, Inc. Sponsored ADR Class A
44,266$4.5B0.70%
42
ESRTEmpire State Realty Trust, Inc. Class A
308,075$4.4B0.67%
43
SPGSimon Property Group, Inc.
27,979$4.4B0.67%
44
HRUSDHealthcare Realty Trust Incorporated
127,211$4.3B0.66%
45
DISWalt Disney Company
31,807$4.1B0.64%
46
MSFTMicrosoft Corporation
23,164$3.2B0.50%
47
JNJJohnson & Johnson
23,419$3.0B0.47%
48
AAPLApple Inc.
12,570$2.8B0.43%
49
HP5AEquity Commonwealth
80,453$2.8B0.42%
50
XOMExxon Mobil Corporation
35,644$2.5B0.39%
51
TAT&T Inc.
66,041$2.5B0.38%
52
CUBECubeSmart
69,531$2.4B0.38%
53
CVXChevron Corporation
20,212$2.4B0.37%
54
PGProcter & Gamble Company
19,253$2.4B0.37%
55
PFEPfizer Inc.
65,423$2.4B0.36%
56
ABBVAbbVie, Inc.
27,600$2.1B0.32%
57
KOCoca-Cola Company
33,738$1.8B0.28%
58
MRKMerck & Co., Inc.
21,377$1.8B0.28%
59
JPMJPMorgan Chase & Co.
14,811$1.7B0.27%
60
STNEStoneCo Ltd. Class A
49,300$1.7B0.26%
61
PEPPepsiCo, Inc.
12,065$1.7B0.25%
62
HDHome Depot, Inc.
6,798$1.6B0.24%
63
CPTCamden Property Trust
13,231$1.5B0.23%
64
ATVIEURActivision Blizzard, Inc.
27,570$1.5B0.22%
65
HSTHost Hotels & Resorts, Inc.
81,520$1.4B0.22%
66
WFCWells Fargo & Company
25,657$1.3B0.20%
67
CSCOCisco Systems, Inc.
23,789$1.2B0.18%
68
IBMInternational Business Machines Corporation
7,856$1.1B0.18%
69
INTCIntel Corporation
21,356$1.1B0.17%
70
AMGNAmgen Inc.
5,554$1.1B0.17%
71
PANWPalo Alto Networks, Inc.
4,800$978.0M0.15%
72
CMCSAComcast Corporation Class A
21,214$956.0M0.15%
73
MCDMcDonald''''''''''''''''s Corporation
4,440$953.0M0.15%
74
HUYAHUYA, Inc. Sponsored ADR Class A
40,200$950.0M0.15%
75
WMTWalmart Inc.
7,852$932.0M0.14%
76
GILDGilead Sciences, Inc.
14,400$913.0M0.14%
77
MDTMedtronic Plc
8,018$871.0M0.13%
78
LINLinde plc
4,416$855.0M0.13%
79
BMYBristol-Myers Squibb Company
16,344$829.0M0.13%
80
AVGOBroadcom Inc.
2,955$816.0M0.13%
81
DOYUDouYu International Holdings Ltd. Sponsored ADR
97,900$802.0M0.12%
82
CVSCVS Health Corporation
12,197$769.0M0.12%
83
TRVCCitigroup Inc.
10,749$743.0M0.11%
84
MMM3M Company
4,412$725.0M0.11%
85
AXONAxon Enterprise Inc
12,623$717.0M0.11%
86
ABTAbbott Laboratories
8,400$703.0M0.11%
87
NEENextEra Energy, Inc.
2,901$676.0M0.10%
88
SOSouthern Company
10,684$660.0M0.10%
89
LLYEli Lilly and Company
5,700$637.0M0.10%
90
UPSUnited Parcel Service, Inc. Class B
5,114$613.0M0.09%
91
UNPUnion Pacific Corporation
3,662$593.0M0.09%
92
TXNTexas Instruments Incorporated
4,461$577.0M0.09%
93
UTXZUnited Technologies Corporation
4,175$570.0M0.09%
94
LMTLockheed Martin Corporation
1,425$556.0M0.09%
95
DDominion Energy Inc
6,700$543.0M0.08%
96
SBUXStarbucks Corporation
5,952$526.0M0.08%
97
HONHoneywell International Inc.
3,080$521.0M0.08%
98
LYBLyondellBasell Industries NV
5,790$518.0M0.08%
99
GMGeneral Motors Company
12,800$480.0M0.07%
100
KMBKimberly-Clark Corporation
3,300$469.0M0.07%
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