PI

Placemark Investments Portfolio holdings

AUM $5.66B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.67B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,519
New
Increased
Reduced
Closed

Top Buys

1 +$81.1M
2 +$72M
3 +$49.9M
4
MSFT icon
Microsoft
MSFT
+$48.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.81%
2 Technology 10.49%
3 Healthcare 10.05%
4 Industrials 8.47%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$4.53M 0.1%
+243,126
252
$4.51M 0.1%
+27,531
253
$4.5M 0.1%
+92,250
254
$4.5M 0.1%
+21,438
255
$4.5M 0.1%
+164,619
256
$4.5M 0.1%
+54,370
257
$4.47M 0.1%
+281,375
258
$4.43M 0.09%
+74,187
259
$4.38M 0.09%
+164,731
260
$4.33M 0.09%
+224,461
261
$4.27M 0.09%
+61,998
262
$4.26M 0.09%
+152,233
263
$4.24M 0.09%
+47,542
264
$4.23M 0.09%
+374,837
265
$4.23M 0.09%
+125,080
266
$4.22M 0.09%
+69,399
267
$4.21M 0.09%
+43,690
268
$4.2M 0.09%
+604,126
269
$4.2M 0.09%
+865,545
270
$4.19M 0.09%
+96,719
271
$4.19M 0.09%
+46,562
272
$4.16M 0.09%
+102,207
273
$4.15M 0.09%
+66,148
274
$4.14M 0.09%
+267,271
275
$4.13M 0.09%
+76,723