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 | |
|---|---|---|---|---|---|---|
251
OneMain Financial
OMF
$7.23B
| $39.5K | 0.05% |
+802
| New | +$39.5K |
|
252
KB Home
KBH
$4.3B
| $39.2K | 0.05% |
+628
| New | +$39.2K |
|
253
Cummins
CMI
$54.5B
| $39K | 0.05% |
+163
| New | +$39K |
|
254
Blackstone
BX
$132B
| $39K | 0.05% |
+298
| New | +$39K |
|
255
Gartner
IT
$18.9B
| $38.8K | 0.05% |
+86
| New | +$38.8K |
|
256
Workday
WDAY
$60.7B
| $38.4K | 0.05% |
+139
| New | +$38.4K |
|
257
Teladoc Health
TDOC
$1.36B
| $37.5K | 0.05% |
+1,742
| New | +$37.5K |
|
258
Northrop Grumman
NOC
$84.3B
| $37.5K | 0.05% |
+80
| New | +$37.5K |
|
259
S&P Global
SPGI
$166B
| $37.4K | 0.05% |
+85
| New | +$37.4K |
|
260
W.W. Grainger
GWW
$48.8B
| $37.3K | 0.05% |
+45
| New | +$37.3K |
|
261
T Rowe Price
TROW
$23.2B
| $36.1K | 0.04% |
+335
| New | +$36.1K |
|
262
Datadog
DDOG
$47B
| $35.8K | 0.04% |
+295
| New | +$35.8K |
|
263
Western Alliance Bancorporation
WAL
$9.76B
| $35.8K | 0.04% |
+544
| New | +$35.8K |
|
264
United Parcel Service
UPS
$72.5B
| $35.5K | 0.04% |
+226
| New | +$35.5K |
|
265
CVR Energy
CVI
$3.07B
| $35.1K | 0.04% |
+1,159
| New | +$35.1K |
|
266
Robinhood
HOOD
$89.4B
| $34.6K | 0.04% |
+2,719
| New | +$34.6K |
|
267
Snowflake
SNOW
$77.3B
| $34.4K | 0.04% |
+173
| New | +$34.4K |
|
268
Abercrombie & Fitch
ANF
$4.33B
| $33.3K | 0.04% |
+377
| New | +$33.3K |
|
269
Roblox
RBLX
$87.4B
| $33.2K | 0.04% |
+726
| New | +$33.2K |
|
270
Pure Storage
PSTG
$25.1B
| $33.2K | 0.04% |
+930
| New | +$33.2K |
|
271
The Mosaic Company
MOS
$10.6B
| $32.8K | 0.04% |
+917
| New | +$32.8K |
|
272
Mettler-Toledo International
MTD
$26.2B
| $32.7K | 0.04% |
+27
| New | +$32.7K |
|
273
Kyndryl
KD
$7.16B
| $32.3K | 0.04% |
+1,555
| New | +$32.3K |
|
274
Opendoor
OPEN
$3.52B
| $31.2K | 0.04% |
+6,973
| New | +$31.2K |
|
275
Alnylam Pharmaceuticals
ALNY
$58.7B
| $31.2K | 0.04% |
+163
| New | +$31.2K |
|