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 | |
|---|---|---|---|---|---|---|
351
NextEra Energy, Inc.
NEE
$148B
| $12.5K | 0.02% |
+206
| New | +$12.5K |
|
352
Moderna
MRNA
$9.37B
| $12.4K | 0.02% |
+125
| New | +$12.4K |
|
353
Paylocity
PCTY
$9.89B
| $12.4K | 0.02% |
+75
| New | +$12.4K |
|
354
Zimmer Biomet
ZBH
$21B
| $12K | 0.01% |
+99
| New | +$12K |
|
355
Qualys
QLYS
$4.9B
| $12K | 0.01% |
+61
| New | +$12K |
|
356
Taylor Morrison
TMHC
$6.66B
| $11.7K | 0.01% |
+220
| New | +$11.7K |
|
357
Ryman Hospitality Properties
RHP
$6.22B
| $11.3K | 0.01% |
+103
| New | +$11.3K |
|
358
Ameriprise Financial
AMP
$48.5B
| $11K | 0.01% |
+29
| New | +$11K |
|
359
Yext
YEXT
$1.11B
| $10.7K | 0.01% |
+1,824
| New | +$10.7K |
|
360
Signet Jewelers
SIG
$3.62B
| $10.6K | 0.01% |
+99
| New | +$10.6K |
|
361
Teradata
TDC
$1.98B
| $10.5K | 0.01% |
+242
| New | +$10.5K |
|
362
LegalZoom.com
LZ
$2B
| $10.2K | 0.01% |
+902
| New | +$10.2K |
|
363
Medifast
MED
$154M
| $8.94K | 0.01% |
+133
| New | +$8.94K |
|
364
UDR
UDR
$13.1B
| $8.42K | 0.01% |
+220
| New | +$8.42K |
|
365
Cardinal Health
CAH
$35.5B
| $8.37K | 0.01% |
+83
| New | +$8.37K |
|
366
Marriott International Class A Common Stock
MAR
$72.7B
| $8.34K | 0.01% |
+37
| New | +$8.34K |
|
367
H&R Block
HRB
$6.74B
| $7.93K | 0.01% |
+164
| New | +$7.93K |
|
|
DFS
368
DELISTED
Discover Financial Services
DFS
| $7.87K | 0.01% |
+70
| New | +$7.87K |
|
369
IQVIA
IQV
$32.4B
| $7.4K | 0.01% |
+32
| New | +$7.4K |
|
370
Parker-Hannifin
PH
$96.2B
| $7.37K | 0.01% |
+16
| New | +$7.37K |
|
371
Constellation Brands
STZ
$28.5B
| $7.25K | 0.01% |
+30
| New | +$7.25K |
|
372
Generac Holdings
GNRC
$10.9B
| $7.24K | 0.01% |
+56
| New | +$7.24K |
|
373
Amphenol
APH
$133B
| $7.24K | 0.01% |
+73
| New | +$7.24K |
|
374
Confluent
CFLT
$6.85B
| $6.76K | 0.01% |
+289
| New | +$6.76K |
|
375
Super Micro Computer
SMCI
$24.7B
| $6.54K | 0.01% |
+23
| New | +$6.54K |
|