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
1276
$303K 0.01%
+7,643
1277
$302K 0.01%
+18,662
1278
$302K 0.01%
+1,022
1279
$302K 0.01%
+8,976
1280
$301K 0.01%
+6,710
1281
$301K 0.01%
+5,492
1282
$301K 0.01%
+7,021
1283
$300K 0.01%
+19,863
1284
$299K 0.01%
+7,597
1285
$299K 0.01%
+14,936
1286
$299K 0.01%
+10,061
1287
$298K 0.01%
+15,462
1288
$298K 0.01%
+12,163
1289
$297K 0.01%
+10,761
1290
$296K 0.01%
+20,848
1291
$296K 0.01%
+5,776
1292
$295K 0.01%
+12,723
1293
$293K 0.01%
+16,311
1294
$293K 0.01%
+7,320
1295
$291K 0.01%
+5,006
1296
$291K 0.01%
+10,259
1297
$290K 0.01%
+11,905
1298
$289K 0.01%
+10,488
1299
$287K 0.01%
+11,582
1300
$286K 0.01%
+13,498