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
126
$9.26M 0.2%
+165,829
127
$9.21M 0.2%
+109,294
128
$9.16M 0.2%
+209,679
129
$9.15M 0.2%
+75,604
130
$9.07M 0.19%
+243,530
131
$8.91M 0.19%
+86,884
132
$8.86M 0.19%
+638,360
133
$8.8M 0.19%
+217,600
134
$8.75M 0.19%
+79,199
135
$8.73M 0.19%
+195,320
136
$8.72M 0.19%
+170,166
137
$8.69M 0.19%
+208,200
138
$8.66M 0.19%
+118,754
139
$8.59M 0.18%
+171,724
140
$8.54M 0.18%
+409,018
141
$8.51M 0.18%
+322,665
142
$8.5M 0.18%
+33,080
143
$8.47M 0.18%
+106,021
144
$8.47M 0.18%
+776
145
$8.38M 0.18%
+98,394
146
$8.34M 0.18%
+352,666
147
$8.27M 0.18%
+76,257
148
$8.25M 0.18%
+289,327
149
$8.23M 0.18%
+140,770
150
$8.18M 0.18%
+261,132