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
476
$2.1M 0.05%
+55,905
477
$2.08M 0.04%
+43,302
478
$2.08M 0.04%
+45,748
479
$2.08M 0.04%
+91,120
480
$2.07M 0.04%
+40,360
481
$2.07M 0.04%
+43,673
482
$2.07M 0.04%
+28,335
483
$2.07M 0.04%
+40,666
484
$2.06M 0.04%
+119,319
485
$2.05M 0.04%
+52,402
486
$2.04M 0.04%
+25,106
487
$2.04M 0.04%
+101,615
488
$2.04M 0.04%
+57,418
489
$2.01M 0.04%
+61,832
490
$2.01M 0.04%
+24,760
491
$1.99M 0.04%
+43,038
492
$1.99M 0.04%
+118,302
493
$1.98M 0.04%
+19,799
494
$1.98M 0.04%
+58,093
495
$1.98M 0.04%
+57,705
496
$1.98M 0.04%
+79,529
497
$1.97M 0.04%
+102,816
498
$1.95M 0.04%
+62,188
499
$1.93M 0.04%
+58,712
500
$1.92M 0.04%
+107,310
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