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
1251
$316K 0.01%
+7,774
1252
$314K 0.01%
+11,344
1253
$314K 0.01%
+12,064
1254
$314K 0.01%
+4,209
1255
$313K 0.01%
+3,587
1256
$312K 0.01%
+2,437
1257
$312K 0.01%
+2,187
1258
$312K 0.01%
+5,845
1259
$312K 0.01%
+3,581
1260
$311K 0.01%
+7,487
1261
$311K 0.01%
+8,532
1262
$311K 0.01%
+22,434
1263
$311K 0.01%
+3,835
1264
$310K 0.01%
+9,526
1265
$310K 0.01%
+8,112
1266
$309K 0.01%
+10,935
1267
$309K 0.01%
+19,400
1268
$307K 0.01%
+9,810
1269
$307K 0.01%
+6,736
1270
$306K 0.01%
+25,121
1271
$305K 0.01%
+4,709
1272
$305K 0.01%
+9,398
1273
$305K 0.01%
+6,626
1274
$304K 0.01%
+10,349
1275
$304K 0.01%
+7,078
49 50
51
52 53