PI

Placemark Investments Portfolio holdings

AUM $5.66B
1-Year Est. Return 10.93%
This Fund
S&P 500
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
+$79.9M
2
+$72.5M
3
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.74%
2 Technology 10.42%
3 Healthcare 10.05%
4 Industrials 8.54%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$124K ﹤0.01%
+2,150
1477
$124K ﹤0.01%
+19,809
1478
$121K ﹤0.01%
+12,646
1479
$121K ﹤0.01%
+753
1480
$120K ﹤0.01%
+15,521
1481
$119K ﹤0.01%
+4,167
1482
$113K ﹤0.01%
+16,217
1483
$112K ﹤0.01%
+8,762
1484
$112K ﹤0.01%
+24,273
1485
$112K ﹤0.01%
+11,234
1486
$109K ﹤0.01%
+10,805
1487
$108K ﹤0.01%
+10,057
1488
$107K ﹤0.01%
+5,226
1489
$107K ﹤0.01%
+3,905
1490
$102K ﹤0.01%
+7,549
1491
$102K ﹤0.01%
+12,933
1492
$99K ﹤0.01%
+18,595
1493
$97K ﹤0.01%
+27,903
1494
$93K ﹤0.01%
+19,500
1495
$88K ﹤0.01%
+9,183
1496
$88K ﹤0.01%
+1,916
1497
$86K ﹤0.01%
+2,050
1498
$79K ﹤0.01%
+12,483
1499
$76K ﹤0.01%
+10,397
1500
$75K ﹤0.01%
+12,018
57 58 59
60
61