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
201
$5.93M 0.13%
+460,505
202
$5.92M 0.13%
+66,109
203
$5.9M 0.13%
+53,905
204
$5.88M 0.13%
+121,234
205
$5.74M 0.12%
+84,582
206
$5.71M 0.12%
+222,912
207
$5.71M 0.12%
+157,963
208
$5.66M 0.12%
+38,112
209
$5.65M 0.12%
+194,468
210
$5.63M 0.12%
+218,618
211
$5.62M 0.12%
+77,505
212
$5.52M 0.12%
+102,788
213
$5.49M 0.12%
+374,742
214
$5.49M 0.12%
+83,874
215
$5.42M 0.12%
+47,083
216
$5.41M 0.12%
+153,409
217
$5.29M 0.11%
+145,958
218
$5.23M 0.11%
+97,058
219
$5.18M 0.11%
+106,626
220
$5.18M 0.11%
+103,815
221
$5.15M 0.11%
+114,990
222
$5.13M 0.11%
+253,334
223
$5.06M 0.11%
+69,096
224
$5.02M 0.11%
+181,704
225
$4.95M 0.11%
+51,340