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
301
$3.69M 0.08%
+95,327
302
$3.66M 0.08%
+106,410
303
$3.66M 0.08%
+118,516
304
$3.64M 0.08%
+88,720
305
$3.63M 0.08%
+212,129
306
$3.62M 0.08%
+88,210
307
$3.61M 0.08%
+90,907
308
$3.6M 0.08%
+90,639
309
$3.59M 0.08%
+24,839
310
$3.57M 0.08%
+71,867
311
$3.57M 0.08%
+131,552
312
$3.56M 0.08%
+41,481
313
$3.53M 0.08%
+264,987
314
$3.5M 0.07%
+49,440
315
$3.49M 0.07%
+93,766
316
$3.49M 0.07%
+82,902
317
$3.49M 0.07%
+121,872
318
$3.47M 0.07%
+19,491
319
$3.47M 0.07%
+141,906
320
$3.46M 0.07%
+113,167
321
$3.46M 0.07%
+40,251
322
$3.45M 0.07%
+100,255
323
$3.43M 0.07%
+219,693
324
$3.42M 0.07%
+198,248
325
$3.4M 0.07%
+139,163