PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+13.57%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$81.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.08M |
| 2 |
Microsoft
MSFT
|
$5.22M |
| 3 |
NVIDIA
NVDA
|
$2.94M |
| 4 |
Amazon
AMZN
|
$2.76M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.67% |
| 2 | Healthcare | 14.13% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Communication Services | 9.75% |
| 5 | Financials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
CDW
CDW
$21.3B
| $50K | 0.06% |
+220
| New | +$50K |
|
227
TopBuild
BLD
$11.7B
| $49.8K | 0.06% |
+133
| New | +$49.8K |
|
228
DoorDash
DASH
$104B
| $47.4K | 0.06% |
+479
| New | +$47.4K |
|
229
Fastenal
FAST
$56.5B
| $47.2K | 0.06% |
+729
| New | +$47.2K |
|
230
Zions Bancorporation
ZION
$8.46B
| $47.2K | 0.06% |
+1,076
| New | +$47.2K |
|
231
Idexx Laboratories
IDXX
$51.2B
| $47.2K | 0.06% |
+85
| New | +$47.2K |
|
232
Cloudflare
NET
$72.5B
| $46.8K | 0.06% |
+562
| New | +$46.8K |
|
233
Enphase Energy
ENPH
$4.84B
| $44.5K | 0.05% |
+337
| New | +$44.5K |
|
234
Designer Brands
DBI
$185M
| $44.5K | 0.05% |
+5,029
| New | +$44.5K |
|
235
Equinix
EQIX
$75.5B
| $44.3K | 0.05% |
+55
| New | +$44.3K |
|
236
AutoZone
AZO
$69.9B
| $44K | 0.05% |
+17
| New | +$44K |
|
237
Medpace
MEDP
$13.3B
| $43.8K | 0.05% |
+143
| New | +$43.8K |
|
238
Diamondback Energy
FANG
$43.4B
| $43.7K | 0.05% |
+282
| New | +$43.7K |
|
|
RDFN
239
DELISTED
Redfin
RDFN
| $43.7K | 0.05% |
+4,237
| New | +$43.7K |
|
240
US Bancorp
USB
$75.5B
| $43.7K | 0.05% |
+1,010
| New | +$43.7K |
|
241
State Street
STT
$32.1B
| $43.3K | 0.05% |
+559
| New | +$43.3K |
|
242
Domino's
DPZ
$15.9B
| $42.9K | 0.05% |
+104
| New | +$42.9K |
|
243
Boise Cascade
BCC
$3.2B
| $42.3K | 0.05% |
+327
| New | +$42.3K |
|
244
Roku
ROKU
$14.1B
| $42K | 0.05% |
+458
| New | +$42K |
|
245
Zillow
Z
$19.8B
| $41.7K | 0.05% |
+720
| New | +$41.7K |
|
246
Stitch Fix
SFIX
$679M
| $41.6K | 0.05% |
+11,652
| New | +$41.6K |
|
247
Nutanix
NTNX
$18B
| $41.5K | 0.05% |
+870
| New | +$41.5K |
|
248
CoStar Group
CSGP
$37.3B
| $40.8K | 0.05% |
+467
| New | +$40.8K |
|
|
BECN
249
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $40.2K | 0.05% |
+462
| New | +$40.2K |
|
250
First Citizens BancShares
FCNCA
$25.7B
| $39.7K | 0.05% |
+28
| New | +$39.7K |
|