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
526
$1.81M 0.04%
+82,446
527
$1.81M 0.04%
+49,186
528
$1.81M 0.04%
+37,663
529
$1.81M 0.04%
+27,090
530
$1.8M 0.04%
+26,704
531
$1.8M 0.04%
+23,678
532
$1.8M 0.04%
+32,617
533
$1.79M 0.04%
+177,687
534
$1.79M 0.04%
+49,184
535
$1.79M 0.04%
+62,948
536
$1.79M 0.04%
+288,287
537
$1.78M 0.04%
+50,092
538
$1.77M 0.04%
+53,555
539
$1.77M 0.04%
+32,374
540
$1.76M 0.04%
+19,649
541
$1.76M 0.04%
+39,353
542
$1.76M 0.04%
+42,557
543
$1.75M 0.04%
+50,747
544
$1.75M 0.04%
+60,976
545
$1.75M 0.04%
+25,511
546
$1.74M 0.04%
+34,404
547
$1.74M 0.04%
+49,723
548
$1.74M 0.04%
+127,395
549
$1.72M 0.04%
+55,507
550
$1.71M 0.04%
+35,165
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