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
351
$3.11M 0.07%
+180,040
352
$3.11M 0.07%
+27,866
353
$3.09M 0.07%
+49,617
354
$3.08M 0.07%
+333,443
355
$3.07M 0.07%
+52,984
356
$3.07M 0.07%
+69,470
357
$3.07M 0.07%
+233,968
358
$3.07M 0.07%
+85,750
359
$3.06M 0.07%
+301,530
360
$3.02M 0.06%
+68,525
361
$3.02M 0.06%
+140,042
362
$2.99M 0.06%
+88,185
363
$2.97M 0.06%
+64,963
364
$2.96M 0.06%
+70,529
365
$2.96M 0.06%
+65,036
366
$2.96M 0.06%
+35,598
367
$2.94M 0.06%
+80,588
368
$2.91M 0.06%
+226,572
369
$2.91M 0.06%
+146,358
370
$2.9M 0.06%
+313,366
371
$2.89M 0.06%
+35,697
372
$2.88M 0.06%
+33,539
373
$2.87M 0.06%
+86,355
374
$2.86M 0.06%
+39,427
375
$2.86M 0.06%
+62,739
13 14
15
16 17