PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
1-Year Return
26.16%
This Quarter Return
+7.45%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$159M
(+15%)
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
8.1%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
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 | |
|---|---|---|---|---|---|---|
276
Aecom
ACM
$16.7B
| $779K | 0.06% |
7,552
| – | – |
|
277
Fortinet
FTNT
$58.6B
| $776K | 0.06% |
10,014
+6,876
| +219% | +$533K |
|
278
Gaming and Leisure Properties
GLPI
$13.7B
| $754K | 0.06% |
14,671
+24
| +0.2% | +$1.23K |
|
279
AvalonBay Communities
AVB
$27.4B
| $746K | 0.06% |
3,315
| – | – |
|
280
Fifth Third Bancorp
FITB
$30.6B
| $735K | 0.06% |
17,174
| – | – |
|
281
Align Technology
ALGN
$9.76B
| $724K | 0.06% |
2,850
-515
| -15% | -$131K |
|
282
Idexx Laboratories
IDXX
$51.2B
| $723K | 0.06% |
1,433
-22
| -2% | -$11.1K |
|
283
Brown & Brown
BRO
$31.5B
| $720K | 0.06% |
6,952
| – | – |
|
284
Agilent Technologies
A
$36.4B
| $711K | 0.06% |
4,795
| – | – |
|
285
Masco
MAS
$15.5B
| $705K | 0.06% |
8,408
| – | – |
|
286
A.O. Smith
AOS
$10.2B
| $704K | 0.06% |
7,847
| – | – |
|
287
Halliburton
HAL
$19.2B
| $694K | 0.06% |
23,903
-6,863
| -22% | -$199K |
|
288
Insulet
PODD
$24.4B
| $690K | 0.06% |
2,968
-1,651
| -36% | -$384K |
|
289
Cloudflare
NET
$73.2B
| $690K | 0.06% |
8,537
| – | – |
|
290
Pan American Silver
PAAS
$12.1B
| $685K | 0.06% |
+32,802
| New | +$685K |
|
291
monday.com
MNDY
$9.4B
| $673K | 0.05% |
+2,425
| New | +$673K |
|
292
Kraft Heinz
KHC
$31.9B
| $661K | 0.05% |
18,854
| – | – |
|
293
Loews
L
$20.2B
| $655K | 0.05% |
8,289
| – | – |
|
294
Regency Centers
REG
$13.4B
| $625K | 0.05% |
8,657
| – | – |
|
295
Broadridge
BR
$29.5B
| $618K | 0.05% |
2,879
| – | – |
|
296
Snowflake
SNOW
$74B
| $615K | 0.05% |
5,362
+4,895
| +1,048% | +$562K |
|
297
Incyte
INCY
$16.7B
| $607K | 0.05% |
9,197
| – | – |
|
298
Molina Healthcare
MOH
$9.26B
| $600K | 0.05% |
1,743
| – | – |
|
299
Dayforce
DAY
$11B
| $600K | 0.05% |
9,801
-3,235
| -25% | -$198K |
|
300
General Dynamics
GD
$86.7B
| $594K | 0.05% |
1,968
-567
| -22% | -$171K |
|