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 | |
|---|---|---|---|---|---|---|---|
| $383K | 0.03% | 9,619 +90 | +0.9% | +$3.58K | |||
| $379K | 0.03% | 5,377 | – | – | |||
| $375K | 0.03% | 3,338 +30 | +0.9% | +$3.37K | |||
| $366K | 0.03% | 4,521 | – | – | |||
| $358K | 0.03% | 5,365 -4,833 | -47% | -$322K | |||
| $357K | 0.03% | 5,568 | – | – | |||
| $356K | 0.03% | 3,908 | – | – | |||
| $351K | 0.03% | 3,082 -1,608 | -34% | -$183K | |||
| $350K | 0.03% | 24,391 | – | – | |||
| $339K | 0.03% | 1,586 -1,619 | -51% | -$347K | |||
| $338K | 0.03% | 21,762 -24,495 | -53% | -$381K | |||
| $336K | 0.03% | 5,731 +1,860 | +48% | +$109K | |||
| $334K | 0.03% | 1,637 -243 | -13% | -$49.5K | |||
| $330K | 0.03% | 572 +124 | +28% | +$71.6K | |||
| $328K | 0.03% | 15,203 -20,609 | -58% | -$445K | |||
| $327K | 0.03% | 5,918 -11,525 | -66% | -$637K | |||
| $326K | 0.03% | 3,827 | – | – | |||
| $324K | 0.03% | 4,425 -136 | -3% | -$9.96K | |||
| $320K | 0.03% | 1,526 +36 | +2% | +$7.56K | |||
| $320K | 0.03% | 12,234 +1,888 | +18% | +$49.4K | |||
| $311K | 0.03% | 4,692 | – | – | |||
| $311K | 0.03% | 2,991 -1,775 | -37% | -$184K | |||
| $307K | 0.03% | +10,652 | New | +$307K | |||
| $297K | 0.03% | 1,650 | – | – | |||
| $296K | 0.02% | 3,002 +15 | +0.5% | +$1.48K |
