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