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
$339M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$621K
3 +$576K
4
GOLD
Randgold Resources Ltd
GOLD
+$411K
5
AEM icon
Agnico Eagle Mines
AEM
+$399K

Top Sells

1 +$1.89M
2 +$1.36M
3 +$976K
4
PM icon
Philip Morris
PM
+$798K
5
PG icon
Procter & Gamble
PG
+$725K

Sector Composition

1 Industrials 10.95%
2 Financials 6.37%
3 Consumer Staples 6.35%
4 Materials 6.23%
5 Healthcare 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-30,000
177
-2,241
178
-4,937
179
-10,545