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
$337M
AUM Growth
-$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$5.18M
2 +$1.9M
3 +$1.05M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$825K
5
EPC icon
Edgewell Personal Care
EPC
+$649K

Sector Composition

1 Industrials 11.23%
2 Consumer Staples 7.59%
3 Materials 6.51%
4 Healthcare 5.94%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,842
177
-2,419
178
-5,270
179
-4,185