PL
Plancorp LLC Portfolio holdings
AUM
$2.89B
This Quarter Return
+3.49%
1 Year Return
+13.99%
3 Year Return
+53.54%
5 Year Return
+86.93%
10 Year Return
+179.85%
AUM
$339M
AUM Growth
+$339M
(+0.56%)
Cap. Flow
-$8.43M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
56.68%
Holding
179
New
9
Increased
43
Reduced
60
Closed
13
Top Buys
| 1 |
Enterprise Financial Services Corp
EFSC
|
$2.4M |
| 2 |
DuPont de Nemours
DD
|
$621K |
| 3 |
Oneok
OKE
|
$576K |
| 4 |
GOLD
Randgold Resources Ltd
GOLD
|
$411K |
| 5 |
Agnico Eagle Mines
AEM
|
$399K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$1.89M |
| 2 |
Boeing
BA
|
$1.36M |
| 3 |
Pfizer
PFE
|
$976K |
| 4 |
Philip Morris
PM
|
$798K |
| 5 |
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% |