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 | |
|---|---|---|---|---|---|---|
326
PNC Financial Services
PNC
$81.7B
| $16.6K | 0.02% |
+107
| New | +$16.6K |
|
327
Biogen
BIIB
$19.4B
| $16.6K | 0.02% |
+64
| New | +$16.6K |
|
328
Shutterstock
SSTK
$742M
| $16.5K | 0.02% |
+342
| New | +$16.5K |
|
329
Range Resources
RRC
$8.16B
| $16.2K | 0.02% |
+531
| New | +$16.2K |
|
330
Illumina
ILMN
$15.8B
| $16K | 0.02% |
+115
| New | +$16K |
|
331
Manhattan Associates
MANH
$13B
| $15.9K | 0.02% |
+74
| New | +$15.9K |
|
332
Essential Utilities
WTRG
$11.1B
| $15.8K | 0.02% |
+422
| New | +$15.8K |
|
333
McCormick & Company Non-Voting
MKC
$18.9B
| $15.3K | 0.02% |
+224
| New | +$15.3K |
|
334
Lattice Semiconductor
LSCC
$9.09B
| $15.2K | 0.02% |
+220
| New | +$15.2K |
|
335
IPG Photonics
IPGP
$3.45B
| $15.1K | 0.02% |
+139
| New | +$15.1K |
|
336
AppFolio
APPF
$9.94B
| $14.9K | 0.02% |
+86
| New | +$14.9K |
|
337
Live Nation Entertainment
LYV
$38.6B
| $14.8K | 0.02% |
+158
| New | +$14.8K |
|
|
DNB
338
DELISTED
Dun & Bradstreet
DNB
| $14.4K | 0.02% |
+1,229
| New | +$14.4K |
|
339
G-III Apparel Group
GIII
$1.17B
| $14.3K | 0.02% |
+421
| New | +$14.3K |
|
340
Ingersoll Rand
IR
$31.6B
| $14.1K | 0.02% |
+182
| New | +$14.1K |
|
341
GitLab
GTLB
$7.93B
| $14K | 0.02% |
+223
| New | +$14K |
|
342
Terex
TEX
$3.28B
| $14K | 0.02% |
+244
| New | +$14K |
|
343
Caesars Entertainment
CZR
$5.57B
| $14K | 0.02% |
+299
| New | +$14K |
|
344
Beazer Homes USA
BZH
$748M
| $14K | 0.02% |
+414
| New | +$14K |
|
345
Macy's
M
$3.59B
| $13.9K | 0.02% |
+692
| New | +$13.9K |
|
346
Weyerhaeuser
WY
$18.7B
| $13.9K | 0.02% |
+400
| New | +$13.9K |
|
347
Host Hotels & Resorts
HST
$11.8B
| $13.8K | 0.02% |
+709
| New | +$13.8K |
|
348
Tanger
SKT
$3.87B
| $13.5K | 0.02% |
+488
| New | +$13.5K |
|
349
NetApp
NTAP
$22.6B
| $13.3K | 0.02% |
+151
| New | +$13.3K |
|
350
Victoria's Secret
VSCO
$1.84B
| $13.3K | 0.02% |
+501
| New | +$13.3K |
|