PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.06%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+10%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
215
Reduced
91
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
NVIDIA
NVDA
|
$5.26M |
| 3 |
Microsoft
MSFT
|
$4.31M |
| 4 |
Amazon
AMZN
|
$3.77M |
| 5 |
Arista Networks
ANET
|
$3.73M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.37M |
| 2 |
Devon Energy
DVN
|
$3.31M |
| 3 |
Applovin
APP
|
$3.29M |
| 4 |
Thomson Reuters
TRI
|
$1.97M |
| 5 |
Brookfield Renewable
BEPC
|
$1.85M |
Sector Composition
| 1 | Technology | 34.85% |
| 2 | Financials | 13.35% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Cincinnati Financial
CINF
$24B
| $724K | 0.05% |
5,022
-4,000
| -44% | -$577K |
|
302
Dayforce
DAY
$11B
| $715K | 0.05% |
9,801
| – | – |
|
303
Agilent Technologies
A
$35.7B
| $706K | 0.05% |
5,238
+443
| +9% | +$59.7K |
|
304
Loews
L
$20.1B
| $705K | 0.05% |
8,289
| – | – |
|
305
Wheaton Precious Metals
WPM
$45.6B
| $699K | 0.05% |
12,373
-3,185
| -20% | -$180K |
|
306
CrowdStrike
CRWD
$106B
| $697K | 0.05% |
2,030
| – | – |
|
307
United Therapeutics
UTHR
$13.8B
| $690K | 0.05% |
1,949
-645
| -25% | -$228K |
|
308
Pan American Silver
PAAS
$12.3B
| $666K | 0.05% |
32,802
| – | – |
|
309
Robinhood
HOOD
$92.4B
| $661K | 0.05% |
17,672
+12,454
| +239% | +$466K |
|
310
Plains GP Holdings
PAGP
$3.82B
| $661K | 0.05% |
35,812
+21,146
| +144% | +$390K |
|
311
Broadridge
BR
$29.9B
| $653K | 0.05% |
2,879
| – | – |
|
312
Halliburton
HAL
$19.4B
| $652K | 0.05% |
23,903
| – | – |
|
313
Carlisle Companies
CSL
$16.5B
| $649K | 0.05% |
1,754
| – | – |
|
314
Regency Centers
REG
$13.2B
| $642K | 0.05% |
8,657
| – | – |
|
315
Incyte
INCY
$16.5B
| $638K | 0.05% |
9,197
| – | – |
|
316
Cardinal Health
CAH
$35.5B
| $632K | 0.05% |
5,323
+584
| +12% | +$69.3K |
|
317
BioMarin Pharmaceuticals
BMRN
$11.2B
| $620K | 0.05% |
9,402
+4,334
| +86% | +$286K |
|
318
Masco
MAS
$15.4B
| $612K | 0.05% |
8,408
| – | – |
|
319
Brown & Brown
BRO
$32B
| $611K | 0.04% |
5,971
-981
| -14% | -$100K |
|
320
Align Technology
ALGN
$10.3B
| $596K | 0.04% |
2,850
| – | – |
|
321
Zebra Technologies
ZBRA
$16.1B
| $592K | 0.04% |
+1,528
| New | +$592K |
|
322
Kraft Heinz
KHC
$33.1B
| $581K | 0.04% |
18,854
| – | – |
|
323
Moody's
MCO
$91.4B
| $576K | 0.04% |
1,213
+646
| +114% | +$307K |
|
324
Pure Storage
PSTG
$25.4B
| $574K | 0.04% |
+9,304
| New | +$574K |
|
325
monday.com
MNDY
$9.95B
| $573K | 0.04% |
2,425
| – | – |
|