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 | |
|---|---|---|---|---|---|---|---|
| $159K | 0.01% | 2,704 | – | – | |||
| $152K | 0.01% | 2,190 -341 | -13% | -$23.6K | |||
| $148K | 0.01% | 1,070 +33 | +3% | +$4.57K | |||
| $147K | 0.01% | 707 -1,463 | -67% | -$304K | |||
| $143K | 0.01% | 1,349 +1,183 | +713% | +$125K | |||
| $138K | 0.01% | +14,629 | New | +$138K | |||
| $130K | 0.01% | +1,870 | New | +$130K | |||
| $126K | 0.01% | +3,128 | New | +$126K | |||
| $125K | 0.01% | 1,127 | – | – | |||
| $125K | 0.01% | +11,562 | New | +$125K | |||
| $125K | 0.01% | 3,725 | – | – | |||
| $123K | 0.01% | 265 -91 | -26% | -$42.3K | |||
| $122K | 0.01% | 2,016 | – | – | |||
| $121K | 0.01% | 5,789 -8,087 | -58% | -$168K | |||
| $117K | 0.01% | 1,879 -466 | -20% | -$29K | |||
| $112K | 0.01% | 3,418 -10,551 | -76% | -$347K | |||
| $111K | 0.01% | 3,484 | – | – | |||
| $110K | 0.01% | 880 | – | – | |||
| $110K | 0.01% | 12,444 -1,068 | -8% | -$9.43K | |||
| $104K | 0.01% | 423 | – | – | |||
| $104K | 0.01% | +430 | New | +$104K | |||
| $103K | 0.01% | 176 | – | – | |||
| $99.8K | 0.01% | 4,040 | – | – | |||
| $99.5K | 0.01% | +5,341 | New | +$99.5K | |||
| $98.9K | 0.01% | +1,937 | New | +$98.9K |
