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
1376
$242K 0.01%
+28,352
1377
$241K 0.01%
+11,703
1378
$240K 0.01%
+4,948
1379
$237K 0.01%
+14,479
1380
$237K 0.01%
+9,806
1381
$236K 0.01%
+8,004
1382
$235K 0.01%
+7,511
1383
$235K 0.01%
+3,615
1384
$234K 0.01%
+4,561
1385
$233K 0.01%
+9,535
1386
$232K 0.01%
+1,361
1387
$231K ﹤0.01%
+6,001
1388
$231K ﹤0.01%
+3,076
1389
$230K ﹤0.01%
+5,427
1390
$229K ﹤0.01%
+11,162
1391
$229K ﹤0.01%
+5,967
1392
$229K ﹤0.01%
+4,080
1393
$228K ﹤0.01%
+4,620
1394
$228K ﹤0.01%
+13,739
1395
$228K ﹤0.01%
+8,995
1396
$227K ﹤0.01%
+9,219
1397
$227K ﹤0.01%
+7,113
1398
$227K ﹤0.01%
+7,532
1399
$226K ﹤0.01%
+6,097
1400
$225K ﹤0.01%
+3,067