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
876
$746K 0.02%
+35,415
877
$744K 0.02%
+7,233
878
$742K 0.02%
+39,814
879
$740K 0.02%
+16,066
880
$739K 0.02%
+17,863
881
$739K 0.02%
+15,799
882
$739K 0.02%
+16,989
883
$738K 0.02%
+15,289
884
$736K 0.02%
+18,347
885
$734K 0.02%
+16,407
886
$733K 0.02%
+7,068
887
$732K 0.02%
+6,515
888
$731K 0.02%
+146,815
889
$730K 0.02%
+37,320
890
$728K 0.02%
+9,800
891
$727K 0.02%
+7,989
892
$727K 0.02%
+63,711
893
$726K 0.02%
+27,743
894
$725K 0.02%
+18,111
895
$723K 0.02%
+22,260
896
$722K 0.02%
+97,162
897
$722K 0.02%
+19,495
898
$720K 0.02%
+18,015
899
$719K 0.02%
+20,745
900
$717K 0.02%
+31,899
34 35
36
37 38