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Plante Moran Financial Advisors Portfolio holdings
AUM
$2.15B
1-Year Est. Return
22.82%
This Fund
S&P 500
This Quarter
Est. Return
-8.27%
1 Year Est. Return
+22.82%
3 Year Est. Return
+62.78%
5 Year Est. Return
+77.98%
10 Year Est. Return
+318.34%
AUM
$135M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
106.34%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
604
New
602
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$68M |
| 2 |
DTE Energy
DTE
|
+$5.34M |
| 3 |
Johnson & Johnson
JNJ
|
+$3.54M |
| 4 |
Groupon
GRPN
|
+$3.38M |
| 5 |
PepsiCo
PEP
|
+$3.37M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 7.99% |
| 2 | Technology | 6.65% |
| 3 | Healthcare | 6.51% |
| 4 | Industrials | 6.16% |
| 5 | Communication Services | 5.18% |
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Plante Moran Financial Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Plante Moran Financial Advisors, which disclosed 604 positions worth $135M. Its ten largest holdings account for 64% of the portfolio.
Its largest position is SPDR Gold Trust: 496,669 shares worth $59.2M.
By sector, the portfolio is most concentrated in Consumer Staples at 8% of assets, followed by Technology and Healthcare.
- Plante Moran Financial Advisors's largest Q2 2013 buy was SPDR Gold Trust: 496,669 shares worth $59.2M.
- Plante Moran Financial Advisors's ten largest holdings make up 64% of its $135M portfolio in Q2 2013.
- Plante Moran Financial Advisors disclosed 604 positions in Q2 2013, its first 13F filing on record.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2013, filed 29 Jul 2013.