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
$95.7M
AUM Growth
+$565K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.37M
3
+$2.86M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.11M
5
POST icon
Post Holdings
POST
+$1.53M

Top Sells

1
+$1.71M
2
+$1.42M
3
+$1.4M
4
GE icon
GE Aerospace
GE
+$1.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.28M

Sector Composition

1 Industrials 21.59%
2 Consumer Staples 12.07%
3 Materials 11.59%
4 Financials 6.67%
5 Real Estate 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
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