Plancorp LLC

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Assets, Funds, Holdings

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CAFR Data
Plancorp LLC
CRD #106599
SEC #801-20398
CIK #1599579
AUM $4.5 BB (96% Disc, 100% US, 2020-03-30)
Employees65 (71% Investors, 0% Brokers)
Phone636-532-7824
Address540 Maryville Centre Drive
Saint Louis, MO 63141-5829
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
EMR 35,410.0 19.1
SPY 17.1
SCZ 16.5
BA 81,670.0 11.1
EFV 9.6
VNQ 7.4
DRE 12,570.0 5.1
ENR 3,040.0 4.8
PEP 180,030.0 4.2
FNV 26,990.0 3.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
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