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 | |
|---|---|---|---|---|---|---|
301
Herbalife
HLF
$1.01B
| $23.3K | 0.03% |
+1,530
| New | +$23.3K |
|
302
Monolithic Power Systems
MPWR
$40B
| $23.3K | 0.03% |
+37
| New | +$23.3K |
|
303
Keysight
KEYS
$28.1B
| $23.2K | 0.03% |
+146
| New | +$23.2K |
|
304
Match Group
MTCH
$8.98B
| $23.2K | 0.03% |
+635
| New | +$23.2K |
|
305
Apollo Global Management
APO
$77.9B
| $23.1K | 0.03% |
+248
| New | +$23.1K |
|
306
Hartford Financial Services
HIG
$37.2B
| $22.3K | 0.03% |
+277
| New | +$22.3K |
|
307
Zymeworks
ZYME
$1.12B
| $21.7K | 0.03% |
+2,088
| New | +$21.7K |
|
308
Assurant
AIZ
$10.9B
| $21.2K | 0.03% |
+126
| New | +$21.2K |
|
309
CSX Corp
CSX
$60.6B
| $21K | 0.03% |
+606
| New | +$21K |
|
310
Kenvue
KVUE
$39.7B
| $20.5K | 0.03% |
+954
| New | +$20.5K |
|
311
Etsy
ETSY
$5.25B
| $20.4K | 0.03% |
+252
| New | +$20.4K |
|
312
Veralto
VLTO
$26.4B
| $20.2K | 0.02% |
+245
| New | +$20.2K |
|
313
Cincinnati Financial
CINF
$24B
| $19.9K | 0.02% |
+192
| New | +$19.9K |
|
314
Williams-Sonoma
WSM
$23.1B
| $19.8K | 0.02% |
+98
| New | +$19.8K |
|
315
Core & Main
CNM
$12.3B
| $19.4K | 0.02% |
+479
| New | +$19.4K |
|
316
Twilio
TWLO
$16.2B
| $18.7K | 0.02% |
+246
| New | +$18.7K |
|
317
ScottsMiracle-Gro
SMG
$3.53B
| $18.6K | 0.02% |
+292
| New | +$18.6K |
|
318
LPL Financial
LPLA
$29.2B
| $18.4K | 0.02% |
+81
| New | +$18.4K |
|
319
Affirm
AFRM
$28.8B
| $18.4K | 0.02% |
+374
| New | +$18.4K |
|
320
Capital One
COF
$145B
| $18.1K | 0.02% |
+138
| New | +$18.1K |
|
321
Ball Corp
BALL
$14.3B
| $17.8K | 0.02% |
+309
| New | +$17.8K |
|
322
Allstate
ALL
$53.6B
| $17.4K | 0.02% |
+124
| New | +$17.4K |
|
323
UGI
UGI
$7.44B
| $17.2K | 0.02% |
+700
| New | +$17.2K |
|
324
Tradeweb Markets
TW
$26.3B
| $17K | 0.02% |
+187
| New | +$17K |
|
325
Entrada Therapeutics
TRDA
$208M
| $16.8K | 0.02% |
+1,116
| New | +$16.8K |
|