PL
Plancorp LLC Portfolio holdings
AUM
$2.89B
This Quarter Return
+9.12%
1 Year Return
+13.99%
3 Year Return
+53.54%
5 Year Return
+86.93%
10 Year Return
+179.85%
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.27%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Emerson Electric
EMR
|
$14.3M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$12.4M |
| 3 |
Edgewell Personal Care
EPC
|
$10.5M |
| 4 |
MON
Monsanto Co
MON
|
$8.42M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$7.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 19.9% |
| 2 | Consumer Staples | 14.79% |
| 3 | Materials | 12.86% |
| 4 | Financials | 7.21% |
| 5 | Energy | 6.25% |
