PIM

Plato Investment Management Portfolio holdings

AUM $1.19B
This Quarter Return
-2.39%
1 Year Return
+16.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$122M
Cap. Flow %
-10.32%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

1
$3.85M
2
$2.67M
3
$2.06M
4
$1.65M
5
$1.38M

Top Sells

1
$8.88M
2
$8.3M
3
$8.15M
4
$5.92M
5
$4.67M

Sector Composition

1Technology31.91%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.94%
5Communication Services9.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.15M0.1% 21,749
+280
+1%
+$14.8K
$1.14M0.1% 10,727
-294
-3%
-$31.3K
$1.13M0.1% 7,524
+39
+0.5%
+$5.85K
$1.13M0.09% 9,954
+5,205
+110%
+$588K
$1.12M0.09% 3,916
+487
+14%
+$139K
$1.12M0.09% 7,034
-7,858
-53%
-$1.25M
$1.1M0.09% 16,095
-6,201
-28%
-$425K
$1.1M0.09% 13,090
-1,393
-10%
-$117K
$1.09M0.09% 25,656
+3,905
+18%
+$167K
$1.07M0.09% 7,962
-12,210
-61%
-$1.63M
$1.06M0.09% 2,841
-898
-24%
-$336K
$1.06M0.09% 9,980
+3,843
+63%
+$406K
$1.05M0.09% 93,189
-2,675
-3%
-$30.2K
$1.05M0.09% 43,165
-15,304
-26%
-$371K
$1.02M0.09% 2,854
+824
+41%
+$294K
$1.01M0.09% 11,399
-814
-7%
-$72.3K
$1.01M0.09% 1,010
-899
-47%
-$898K
$1,000K0.08% 10,100
+499
+5%
+$49.4K
$996K0.08% 98,220
-54,779
-36%
-$555K
$991K0.08% 7,669
+49
+0.6%
+$6.33K
$988K0.08% 14,317
-1,176
-8%
-$81.2K
$973K0.08% 9,832
-2,255
-19%
-$223K
$972K0.08% 12,000
+38
+0.3%
+$3.08K
$966K0.08% 5,345
-3,278
-38%
-$592K
$959K0.08% 4,994
+1,100
+28%
+$211K
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