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 | |
|---|---|---|---|---|---|---|
401
Wabtec
WAB
$33.1B
| $2.41K | ﹤0.01% |
+19
| New | +$2.41K |
|
402
Royal Caribbean
RCL
$98.7B
| $2.33K | ﹤0.01% |
+18
| New | +$2.33K |
|
403
Corpay
CPAY
$23B
| $2.26K | ﹤0.01% |
+8
| New | +$2.26K |
|
404
Raymond James Financial
RJF
$33.8B
| $2.12K | ﹤0.01% |
+19
| New | +$2.12K |
|
|
CHX
405
DELISTED
ChampionX
CHX
| $1.96K | ﹤0.01% |
+67
| New | +$1.96K |
|
406
Lantheus
LNTH
$3.73B
| $1.92K | ﹤0.01% |
+31
| New | +$1.92K |
|
407
Cognizant
CTSH
$35.3B
| $1.89K | ﹤0.01% |
+25
| New | +$1.89K |
|
408
Masco
MAS
$15.4B
| $1.88K | ﹤0.01% |
+28
| New | +$1.88K |
|
409
Rockwell Automation
ROK
$38.6B
| $1.86K | ﹤0.01% |
+6
| New | +$1.86K |
|
410
American States Water
AWR
$2.87B
| $1.85K | ﹤0.01% |
+23
| New | +$1.85K |
|
411
Robert Half
RHI
$3.8B
| $1.85K | ﹤0.01% |
+21
| New | +$1.85K |
|
412
Avery Dennison
AVY
$13.4B
| $1.82K | ﹤0.01% |
+9
| New | +$1.82K |
|
|
ANSS
413
DELISTED
Ansys
ANSS
| $1.81K | ﹤0.01% |
+5
| New | +$1.81K |
|
414
Copart
CPRT
$47.2B
| $1.76K | ﹤0.01% |
+36
| New | +$1.76K |
|
415
United Rentals
URI
$61.5B
| $1.72K | ﹤0.01% |
+3
| New | +$1.72K |
|
416
Quaker Houghton
KWR
$2.52B
| $1.71K | ﹤0.01% |
+8
| New | +$1.71K |
|
417
Hologic
HOLX
$14.9B
| $1.64K | ﹤0.01% |
+23
| New | +$1.64K |
|
418
Synchrony
SYF
$28.4B
| $1.6K | ﹤0.01% |
+42
| New | +$1.6K |
|
419
Textron
TXT
$14.3B
| $1.53K | ﹤0.01% |
+19
| New | +$1.53K |
|
420
Brown-Forman Class B
BF.B
$14.2B
| $1.48K | ﹤0.01% |
+26
| New | +$1.48K |
|
421
Darden Restaurants
DRI
$24.1B
| $1.48K | ﹤0.01% |
+9
| New | +$1.48K |
|
422
Factset
FDS
$14.1B
| $1.43K | ﹤0.01% |
+3
| New | +$1.43K |
|
423
Norfolk Southern
NSC
$62.8B
| $1.42K | ﹤0.01% |
+6
| New | +$1.42K |
|
424
PVH
PVH
$4.05B
| $1.34K | ﹤0.01% |
+11
| New | +$1.34K |
|
425
HEICO
HEI
$43.4B
| $1.25K | ﹤0.01% |
+7
| New | +$1.25K |
|