PIM

Plato Investment Management Portfolio holdings

AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$110M
Cap. Flow %
-9.25%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Sells

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

Sector Composition

1Technology32.14%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.8%
5Communication Services9.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$779K0.07%3,442
+38
+1%
+$8.6K
$770K0.06%8,289
$757K0.06%18,201
+11,229
+161%
+$467K
$752K0.06%12,502
-86
-0.7%
-$5.17K
$747K0.06%4,609
$745K0.06%9,993
-27
-0.3%
-$2.01K
$744K0.06%1,580
+367
+30%
+$173K
$730K0.06%5,240
-83
-2%
-$11.6K
$729K0.06%3,362
+47
+1%
+$10.2K
$723K0.06%4,843
-179
-4%
-$26.7K
$720K0.06%4,837
$712K0.06%7,600
+48
+0.6%
+$4.5K
$706K0.06%8,581
+311
+4%
+$25.6K
$706K0.06%2,879
$702K0.06%5,459
-2,376
-30%
-$305K
$700K0.06%5,240
$699K0.06%16,799
+4,078
+32%
+$170K
$688K0.06%9,663
+6,619
+217%
+$471K
$681K0.06%17,174
$679K0.06%4,387
+1,312
+43%
+$203K
$672K0.06%9,402
$656K0.06%3,075 New
+$656K
$647K0.05%3,915
-497
-11%
-$82.1K
$645K0.05%8,657
$644K0.05%4,030
-97
-2%
-$15.5K