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 | |
|---|---|---|---|---|---|---|
276
American Water Works
AWK
$27.6B
| $30.9K | 0.04% |
+234
| New | +$30.9K |
|
277
Reliance Steel & Aluminium
RS
$15.3B
| $30.8K | 0.04% |
+110
| New | +$30.8K |
|
|
GAP
278
The Gap, Inc.
GAP
$8.44B
| $29.9K | 0.04% |
+1,432
| New | +$29.9K |
|
279
Yum! Brands
YUM
$40.4B
| $29.7K | 0.04% |
+227
| New | +$29.7K |
|
280
Carrier Global
CARR
$54B
| $29.6K | 0.04% |
+515
| New | +$29.6K |
|
281
Church & Dwight Co
CHD
$22.7B
| $29.3K | 0.04% |
+310
| New | +$29.3K |
|
|
SQSP
282
DELISTED
Squarespace, Inc.
SQSP
| $29K | 0.04% |
+880
| New | +$29K |
|
283
Steris
STE
$23.8B
| $29K | 0.04% |
+132
| New | +$29K |
|
284
Clorox
CLX
$14.7B
| $28.9K | 0.04% |
+203
| New | +$28.9K |
|
285
Ryerson Holding
RYI
$728M
| $28.9K | 0.04% |
+834
| New | +$28.9K |
|
286
Paycom
PAYC
$12.4B
| $28.7K | 0.04% |
+139
| New | +$28.7K |
|
287
Baxter International
BAX
$12.4B
| $28.5K | 0.03% |
+736
| New | +$28.5K |
|
288
Qorvo
QRVO
$8.37B
| $28K | 0.03% |
+249
| New | +$28K |
|
289
Burlington
BURL
$18.2B
| $27.2K | 0.03% |
+140
| New | +$27.2K |
|
290
Ulta Beauty
ULTA
$23.9B
| $26.9K | 0.03% |
+55
| New | +$26.9K |
|
291
GoDaddy
GDDY
$20B
| $26.8K | 0.03% |
+252
| New | +$26.8K |
|
292
Xylem
XYL
$34.2B
| $26.1K | 0.03% |
+228
| New | +$26.1K |
|
293
Exact Sciences
EXAS
$9.09B
| $25.4K | 0.03% |
+344
| New | +$25.4K |
|
|
MDC
294
DELISTED
M.D.C. Holdings, Inc.
MDC
| $24.9K | 0.03% |
+451
| New | +$24.9K |
|
295
Halliburton
HAL
$19.3B
| $24.9K | 0.03% |
+688
| New | +$24.9K |
|
296
Expeditors International
EXPD
$16.4B
| $24.8K | 0.03% |
+195
| New | +$24.8K |
|
297
Motorola Solutions
MSI
$79.8B
| $24.4K | 0.03% |
+78
| New | +$24.4K |
|
298
Align Technology
ALGN
$9.94B
| $24.4K | 0.03% |
+89
| New | +$24.4K |
|
299
Arista Networks
ANET
$171B
| $23.8K | 0.03% |
+101
| New | +$23.8K |
|
300
SiriusXM
SIRI
$7.78B
| $23.7K | 0.03% |
+4,331
| New | +$23.7K |
|