PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+7.45%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+15%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
153
Reduced
89
Closed
35
Top Buys
| 1 |
Broadcom
AVGO
|
$17.1M |
| 2 |
Accenture
ACN
|
$6.47M |
| 3 |
Trane Technologies
TT
|
$4.59M |
| 4 |
Thomson Reuters
TRI
|
$4.39M |
| 5 |
Deutsche Bank
DB
|
$4.32M |
Top Sells
| 1 |
Eversource Energy
ES
|
$2.85M |
| 2 |
eBay
EBAY
|
$1.51M |
| 3 |
HP
HPQ
|
$1.35M |
| 4 |
Aon
AON
|
$1.27M |
| 5 |
Reliance Steel & Aluminium
RS
|
$929K |
Sector Composition
| 1 | Technology | 33.11% |
| 2 | Financials | 12.87% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Communication Services | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ally Financial
ALLY
$12.5B
| $228K | 0.02% |
6,400
| – | – |
|
377
Roku
ROKU
$14.1B
| $227K | 0.02% |
3,044
| – | – |
|
|
NGD
378
New Gold Inc
NGD
$4.85B
| $226K | 0.02% |
+77,766
| New | +$226K |
|
379
Flutter Entertainment
FLUT
$52.6B
| $225K | 0.02% |
+948
| New | +$225K |
|
380
East-West Bancorp
EWBC
$14.6B
| $220K | 0.02% |
2,665
| – | – |
|
381
GE HealthCare
GEHC
$32.7B
| $212K | 0.02% |
2,264
| – | – |
|
382
Solventum
SOLV
$12.5B
| $210K | 0.02% |
3,010
| – | – |
|
383
BW LPG
BWLP
$2.31B
| $207K | 0.02% |
+14,509
| New | +$207K |
|
384
Iron Mountain
IRM
$26.4B
| $197K | 0.02% |
1,661
| – | – |
|
385
Roblox
RBLX
$89.1B
| $197K | 0.02% |
4,456
+3,731
| +515% | +$165K |
|
386
Hasbro
HAS
$11.2B
| $197K | 0.02% |
2,722
+2,252
| +479% | +$163K |
|
387
Corpay
CPAY
$22.4B
| $194K | 0.02% |
621
| – | – |
|
388
Zimmer Biomet
ZBH
$20.8B
| $189K | 0.02% |
1,751
+9
| +0.5% | +$971 |
|
389
Celestica
CLS
$23.1B
| $188K | 0.02% |
+3,686
| New | +$188K |
|
390
Scotiabank
BNS
$77.2B
| $179K | 0.01% |
+3,288
| New | +$179K |
|
391
Brookfield Asset Management
BAM
$95.4B
| $179K | 0.01% |
+3,789
| New | +$179K |
|
392
Toll Brothers
TOL
$13.3B
| $176K | 0.01% |
1,140
| – | – |
|
393
TopBuild
BLD
$11.7B
| $173K | 0.01% |
425
+296
| +229% | +$120K |
|
394
Realty Income
O
$52.8B
| $171K | 0.01% |
2,704
+2,359
| +684% | +$149K |
|
395
Chewy
CHWY
$16.3B
| $170K | 0.01% |
5,819
+2,265
| +64% | +$66.3K |
|
396
Clear Secure
YOU
$3.44B
| $167K | 0.01% |
5,035
-70
| -1% | -$2.32K |
|
397
Western Alliance Bancorporation
WAL
$9.82B
| $163K | 0.01% |
1,883
| – | – |
|
398
Western Union
WU
$2.83B
| $157K | 0.01% |
13,177
+1,508
| +13% | +$18K |
|
399
SM Energy
SM
$3.33B
| $154K | 0.01% |
3,863
+3,273
| +555% | +$131K |
|
400
Domino's
DPZ
$15.9B
| $153K | 0.01% |
356
-2
| -0.6% | -$859 |
|