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
1351
$259K 0.01%
+8,146
1352
$258K 0.01%
+6,272
1353
$257K 0.01%
+16,064
1354
$257K 0.01%
+3,833
1355
$256K 0.01%
+11,401
1356
$256K 0.01%
+8,069
1357
$256K 0.01%
+12,889
1358
$256K 0.01%
+19,467
1359
$255K 0.01%
+13,657
1360
$253K 0.01%
+22,250
1361
$253K 0.01%
+11,227
1362
$253K 0.01%
+11,877
1363
$253K 0.01%
+14,361
1364
$252K 0.01%
+8,137
1365
$250K 0.01%
+11,178
1366
$249K 0.01%
+7,395
1367
$249K 0.01%
+10,118
1368
$248K 0.01%
+10,199
1369
$247K 0.01%
+4,419
1370
$247K 0.01%
+8,827
1371
$247K 0.01%
+30,611
1372
$246K 0.01%
+9,674
1373
$246K 0.01%
+9,772
1374
$244K 0.01%
+2,852
1375
$243K 0.01%
+28,794