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
1426
$213K ﹤0.01%
+17,665
1427
$212K ﹤0.01%
+60,596
1428
$212K ﹤0.01%
+14,974
1429
$212K ﹤0.01%
+4,032
1430
$212K ﹤0.01%
+9,422
1431
$211K ﹤0.01%
+8,311
1432
$211K ﹤0.01%
+11,309
1433
$209K ﹤0.01%
+2,212
1434
$209K ﹤0.01%
+6,496
1435
$209K ﹤0.01%
+16,848
1436
$207K ﹤0.01%
+10,327
1437
$206K ﹤0.01%
+4,693
1438
$206K ﹤0.01%
+6,660
1439
$206K ﹤0.01%
+4,049
1440
$205K ﹤0.01%
+3,921
1441
$204K ﹤0.01%
+9,812
1442
$203K ﹤0.01%
+1,848
1443
$203K ﹤0.01%
+2,603
1444
$203K ﹤0.01%
+3,336
1445
$203K ﹤0.01%
+25,937
1446
$202K ﹤0.01%
+1,827
1447
$201K ﹤0.01%
+2,927
1448
$201K ﹤0.01%
+12,956
1449
$199K ﹤0.01%
+13,935
1450
$195K ﹤0.01%
+48,159