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
426
$2.4M 0.05%
+60,056
427
$2.39M 0.05%
+47,050
428
$2.39M 0.05%
+48,601
429
$2.39M 0.05%
+44,694
430
$2.38M 0.05%
+26,050
431
$2.38M 0.05%
+46,356
432
$2.37M 0.05%
+62,131
433
$2.36M 0.05%
+46,983
434
$2.35M 0.05%
+36,131
435
$2.34M 0.05%
+103,926
436
$2.34M 0.05%
+37,704
437
$2.34M 0.05%
+29,997
438
$2.33M 0.05%
+91,343
439
$2.33M 0.05%
+32,142
440
$2.33M 0.05%
+28,020
441
$2.33M 0.05%
+34,274
442
$2.32M 0.05%
+57,677
443
$2.31M 0.05%
+46,517
444
$2.31M 0.05%
+82,114
445
$2.31M 0.05%
+162,342
446
$2.31M 0.05%
+46,376
447
$2.31M 0.05%
+31,736
448
$2.3M 0.05%
+22,608
449
$2.3M 0.05%
+40,365
450
$2.29M 0.05%
+50,286
16 17
18
19 20