Perkins Investment Management LLC

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Assets, Funds, Holdings

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Perkins Investment Management LLC
CRD #126925
SEC #801-62042
CIK #0001263567
AUM
Employees 21 (67% Investors, 38% Brokers)
Phone312-922-0355
Address311 S Wacker Drive
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
2016128402001200820152023
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 13.2
NVDA 399.6 11.0
AAPL 2,382.8 6.6
AMZN 1,093.0 5.7
GOOG 1,482.6 5.4
META 434.9 5.4
LLY 301.8 3.7
MA 309.6 3.3
UNH 477.0 2.5
ORCL 182.8 2.1
View All
Holdings by Sector ($BB)
3002401801206002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 10 7.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 0.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 2 0.2
(k) Insurance companies 2 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 5 0.0
Total 21 8.0
By Discretionary
Discretionary 21 8.0
Non-Discretionary 0 0.0
Total 21 8.0
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 7.3
Total 21 8.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001263567]
13F-NT [0001263567]
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