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
276
$4.12M 0.09%
+84,369
277
$4.1M 0.09%
+90,168
278
$4.1M 0.09%
+89,658
279
$4.08M 0.09%
+173,696
280
$4.08M 0.09%
+72,486
281
$4.02M 0.09%
+42,490
282
$4M 0.09%
+60,258
283
$4M 0.09%
+161,018
284
$3.95M 0.08%
+194,564
285
$3.92M 0.08%
+32,933
286
$3.89M 0.08%
+75,551
287
$3.89M 0.08%
+80,892
288
$3.84M 0.08%
+340,599
289
$3.81M 0.08%
+32,464
290
$3.77M 0.08%
+84,380
291
$3.76M 0.08%
+7,141
292
$3.74M 0.08%
+56,527
293
$3.73M 0.08%
+41,256
294
$3.73M 0.08%
+76,333
295
$3.73M 0.08%
+62,533
296
$3.72M 0.08%
+171,835
297
$3.72M 0.08%
+114,788
298
$3.71M 0.08%
+45,010
299
$3.71M 0.08%
+77,829
300
$3.69M 0.08%
+81,831