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
1501
$75K ﹤0.01%
+12,018
1502
$75K ﹤0.01%
+2,678
1503
$73K ﹤0.01%
+11,606
1504
$72K ﹤0.01%
+12,288
1505
$71K ﹤0.01%
+11,376
1506
$66K ﹤0.01%
+14,465
1507
$63K ﹤0.01%
+3,080
1508
$63K ﹤0.01%
+10,162
1509
$61K ﹤0.01%
+1,001
1510
$56K ﹤0.01%
+3,447
1511
$56K ﹤0.01%
+1,652
1512
$53K ﹤0.01%
+10,017
1513
$52K ﹤0.01%
+1,498
1514
$42K ﹤0.01%
+679
1515
$37K ﹤0.01%
+10,205
1516
$36K ﹤0.01%
+12,065
1517
$36K ﹤0.01%
+2,483
1518
$36K ﹤0.01%
+1,066
1519
$12K ﹤0.01%
+15,000