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
$951K0.08% 2,553
+91
+4%
+$33.9K
$947K0.08% 17,250
+1,461
+9%
+$80.2K
$939K0.08% 10,196
-1,731
-15%
-$159K
$939K0.08% 6,647
+5,888
+776%
+$832K
$938K0.08% 37,746
+4,502
+14%
+$112K
$935K0.08% 34,864
+17,414
+100%
+$467K
$934K0.08% 38,770
-344,747
-90%
-$8.3M
$913K0.08% 3,987
-125
-3%
-$28.6K
$913K0.08% 4,078
+813
+25%
+$182K
$908K0.08% 2,140
-58
-3%
-$24.6K
$881K0.07% 6,457
+47
+0.7%
+$6.41K
$877K0.07% 4,839
-138
-3%
-$25K
$875K0.07% 3,405
+40
+1%
+$10.3K
$869K0.07% 31,030
+363
+1%
+$10.2K
$860K0.07% 10,723
-2,855
-21%
-$229K
$855K0.07% 5,788
-1,448
-20%
-$214K
$851K0.07% 16,533
+57
+0.4%
+$2.93K
$839K0.07% 11,067
+55
+0.5%
+$4.17K
$838K0.07% 3,967
-1,237
-24%
-$261K
$832K0.07% 14,124
-861
-6%
-$50.7K
$829K0.07%
+8,262
 New
+$829K
$824K0.07% 1,550
-651
-30%
-$346K
$813K0.07% 25,951
-882
-3%
-$27.6K
$799K0.07% 8,408
+7,784
+1,247%
+$740K
$799K0.07% 16,667––
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