PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+7.45%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+15%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
153
Reduced
89
Closed
35
Top Buys
| 1 |
Accenture
ACN
|
$6.47M |
| 2 |
Trane Technologies
TT
|
$4.59M |
| 3 |
Thomson Reuters
TRI
|
$4.39M |
| 4 |
Deutsche Bank
DB
|
$4.32M |
| 5 |
Medtronic
MDT
|
$3.42M |
Top Sells
| 1 |
Eversource Energy
ES
|
$2.85M |
| 2 |
eBay
EBAY
|
$1.51M |
| 3 |
HP
HPQ
|
$1.35M |
| 4 |
Aon
AON
|
$1.27M |
| 5 |
Reliance Steel & Aluminium
RS
|
$929K |
Sector Composition
| 1 | Technology | 33.11% |
| 2 | Financials | 12.87% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Communication Services | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Wheaton Precious Metals
WPM
$46.5B
| $950K | 0.08% |
+15,558
| New | +$950K |
|
252
NXP Semiconductors
NXPI
$57.5B
| $934K | 0.08% |
+3,894
| New | +$934K |
|
253
United Therapeutics
UTHR
$17.7B
| $929K | 0.08% |
2,594
-1,414
| -35% | -$506K |
|
254
Johnson Controls International
JCI
$68.9B
| $927K | 0.08% |
11,962
| – | – |
|
255
Estee Lauder
EL
$33.1B
| $921K | 0.07% |
9,247
+2,113
| +30% | +$210K |
|
256
Ferguson
FERG
$46.1B
| $914K | 0.07% |
+4,609
| New | +$914K |
|
257
Best Buy
BBY
$15.8B
| $908K | 0.07% |
8,799
+6,382
| +264% | +$659K |
|
258
Hewlett Packard
HPE
$29.9B
| $890K | 0.07% |
43,558
| – | – |
|
259
Axon Enterprise
AXON
$56.9B
| $878K | 0.07% |
2,199
+400
| +22% | +$160K |
|
260
Lennox International
LII
$19.1B
| $878K | 0.07% |
1,454
-639
| -31% | -$386K |
|
261
Mettler-Toledo International
MTD
$26.1B
| $876K | 0.07% |
585
| – | – |
|
262
Pinterest
PINS
$25.2B
| $868K | 0.07% |
26,833
+11,912
| +80% | +$385K |
|
263
Texas Instruments
TXN
$178B
| $861K | 0.07% |
4,171
+3,361
| +415% | +$694K |
|
264
Manhattan Associates
MANH
$12.5B
| $842K | 0.07% |
2,997
| – | – |
|
265
ResMed
RMD
$39.4B
| $830K | 0.07% |
3,404
| – | – |
|
266
Sysco
SYY
$38.8B
| $829K | 0.07% |
10,636
| – | – |
|
267
Capital One
COF
$142B
| $826K | 0.07% |
5,519
| – | – |
|
268
Carrier Global
CARR
$53.2B
| $819K | 0.07% |
10,183
| – | – |
|
269
Okta
OKTA
$15.8B
| $818K | 0.07% |
11,021
| – | – |
|
270
Datadog
DDOG
$46.2B
| $792K | 0.06% |
6,886
+1,241
| +22% | +$143K |
|
271
Coinbase
COIN
$77.7B
| $791K | 0.06% |
4,446
+1,122
| +34% | +$200K |
|
272
Carlisle Companies
CSL
$16B
| $788K | 0.06% |
1,754
| – | – |
|
273
Clorox
CLX
$15B
| $787K | 0.06% |
4,837
| – | – |
|
274
Futu Holdings
FUTU
$27B
| $784K | 0.06% |
+8,209
| New | +$784K |
|
275
WIX.com
WIX
$8.05B
| $782K | 0.06% |
+4,684
| New | +$782K |
|