PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
This Quarter Return
-2.39%
1 Year Return
+16.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$122M
Cap. Flow % of AUM
-10.32%
Top 10 Holdings %Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102
Top Buys
| 1 | $3.85M | |
| 2 | $2.67M | |
| 3 | $2.06M | |
| 4 | $1.65M | |
| 5 | $1.38M |
Top Sells
| 1 | $8.88M | |
| 2 | $8.3M | |
| 3 | $8.15M | |
| 4 | $5.92M | |
| 5 | $4.67M |
Sector Composition
| 1 | Technology | 31.91% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Communication Services | 9.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $517K | 0.04% | 1,839 -226 | -11% | -$63.5K | |||
| $517K | 0.04% | 4,454 -2,645 | -37% | -$307K | |||
| $511K | 0.04% | 2,923 -74 | -2% | -$12.9K | |||
| $503K | 0.04% | +4,466 | New | +$503K | |||
| $501K | 0.04% | 4,993 -1,893 | -27% | -$190K | |||
| $483K | 0.04% | 5,665 -328 | -5% | -$28K | |||
| $471K | 0.04% | 8,227 | – | – | |||
| $461K | 0.04% | 6,322 -13,191 | -68% | -$963K | |||
| $458K | 0.04% | 2,850 | – | – | |||
| $451K | 0.04% | 4,121 -34,148 | -89% | -$3.74M | |||
| $449K | 0.04% | 3,367 +374 | +13% | +$49.9K | |||
| $447K | 0.04% | 3,552 -2,419 | -41% | -$304K | |||
| $445K | 0.04% | 1,329 | – | – | |||
| $444K | 0.04% | 5,566 -4,888 | -47% | -$390K | |||
| $440K | 0.04% | 1,539 +11 | +0.7% | +$3.14K | |||
| $435K | 0.04% | 1,970 -18 | -0.9% | -$3.98K | |||
| $430K | 0.04% | 11,242 -41,371 | -79% | -$1.58M | |||
| $422K | 0.04% | 2,729 | – | – | |||
| $420K | 0.04% | 3,056 +23 | +0.8% | +$3.16K | |||
| $419K | 0.04% | 9,674 +9,652 | +43,873% | +$418K | |||
| $416K | 0.04% | 9,304 | – | – | |||
| $416K | 0.04% | 1,554 | – | – | |||
| $410K | 0.03% | 21,063 | – | – | |||
| $404K | 0.03% | 3,903 -3,187 | -45% | -$330K | |||
| $403K | 0.03% | 4,584 +46 | +1% | +$4.04K |
