PL

Plancorp LLC Portfolio holdings

AUM $3.19B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.03M
3
+$427K
4
SIRE
Sisecam Resources LP
SIRE
+$306K
5
FRT icon
Federal Realty Investment Trust
FRT
+$290K

Top Sells

1
+$2.99M
2
+$1.99M
3
+$1.64M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.49M
5
XOM icon
Exxon Mobil
XOM
+$1.37M

Sector Composition

1 Industrials 15.49%
2 Materials 12.83%
3 Consumer Staples 8.79%
4 Financials 5.26%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
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