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
1326
$272K 0.01%
+7,693
1327
$271K 0.01%
+7,386
1328
$271K 0.01%
+16,440
1329
$271K 0.01%
+15,554
1330
$270K 0.01%
+10,876
1331
$269K 0.01%
+7,668
1332
$269K 0.01%
+8,782
1333
$268K 0.01%
+12,542
1334
$268K 0.01%
+23,937
1335
$268K 0.01%
+6,311
1336
$266K 0.01%
+18,273
1337
$265K 0.01%
+6,472
1338
$265K 0.01%
+6,768
1339
$265K 0.01%
+5,378
1340
$264K 0.01%
+7,500
1341
$264K 0.01%
+16,551
1342
$262K 0.01%
+55,810
1343
$262K 0.01%
+16,809
1344
$262K 0.01%
+5,722
1345
$262K 0.01%
+5,871
1346
$261K 0.01%
+12,655
1347
$260K 0.01%
+9,792
1348
$260K 0.01%
+13,872
1349
$259K 0.01%
+4,630
1350
$259K 0.01%
+740,960