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
$5.27B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1 +$101M
2 +$39.5M
3 +$32M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$14.7M
5
IDU icon
iShares US Utilities ETF
IDU
+$14.7M

Sector Composition

1 Technology 10.76%
2 Financials 10.44%
3 Healthcare 9.88%
4 Industrials 8.67%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
-11,582
1577
-16,519
1578
-3,835
1579
-240
1580
-18,015
1581
-11,163
1582
-3,581
1583
-8,995
1584
-20,531
1585
-3,925
1586
-17,856
1587
-7,395
1588
-26,005
1589
-3,409
1590
-18,662
1591
-3,264
1592
-12,789
1593
-11,557
1594
-1,827
1595
-42,696
1596
-12,065
1597
-11,877
1598
-12,064
1599
-8,532
1600
-31,642