PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
1-Year Return
26.16%
This Quarter Return
+13.94%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$967M
AUM Growth
+$886M
(+1,086%)
Cap. Flow
+$877M
Cap. Flow
% of AUM
90.64%
Top 10 Holdings %
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35
Top Buys
| 1 |
Microsoft
MSFT
|
$57.6M |
| 2 |
Apple
AAPL
|
$51.9M |
| 3 |
NVIDIA
NVDA
|
$44.1M |
| 4 |
Amazon
AMZN
|
$32.4M |
| 5 |
Meta Platforms (Facebook)
META
|
$21.8M |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
$326K |
| 2 |
Lincoln National
LNC
|
$242K |
| 3 |
Hess Midstream
HESM
|
$160K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$157K |
| 5 |
Kohl's
KSS
|
$128K |
Sector Composition
| 1 | Technology | 32.25% |
| 2 | Healthcare | 12.51% |
| 3 | Financials | 11.5% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Ryerson Holding
RYI
$731M
| $27.1K | ﹤0.01% |
808
-26
| -3% | -$871 |
|
402
American Eagle Outfitters
AEO
$3.18B
| $26.6K | ﹤0.01% |
+1,032
| New | +$26.6K |
|
403
Teladoc Health
TDOC
$1.36B
| $26.3K | ﹤0.01% |
1,742
| – | – |
|
404
Biogen
BIIB
$20.3B
| $25.2K | ﹤0.01% |
117
+53
| +83% | +$11.4K |
|
405
Assurant
AIZ
$11B
| $23.7K | ﹤0.01% |
126
| – | – |
|
406
CSX Corp
CSX
$60.8B
| $22.5K | ﹤0.01% |
606
| – | – |
|
407
AGCO
AGCO
$8.09B
| $22.4K | ﹤0.01% |
182
-307
| -63% | -$37.8K |
|
408
Veralto
VLTO
$26.4B
| $21.7K | ﹤0.01% |
245
| – | – |
|
409
AppFolio
APPF
$9.94B
| $21.2K | ﹤0.01% |
86
| – | – |
|
410
Ball Corp
BALL
$13.6B
| $20.8K | ﹤0.01% |
309
| – | – |
|
411
Nutanix
NTNX
$18.4B
| $20.2K | ﹤0.01% |
327
-543
| -62% | -$33.5K |
|
412
Veracyte
VCYT
$2.44B
| $20K | ﹤0.01% |
904
+700
| +343% | +$15.5K |
|
413
Jackson Financial
JXN
$6.84B
| $20K | ﹤0.01% |
+302
| New | +$20K |
|
414
Realty Income
O
$53B
| $18.7K | ﹤0.01% |
+345
| New | +$18.7K |
|
415
Range Resources
RRC
$8.28B
| $18.3K | ﹤0.01% |
531
| – | – |
|
416
Victoria's Secret
VSCO
$2B
| $17.6K | ﹤0.01% |
906
+405
| +81% | +$7.85K |
|
417
UGI
UGI
$7.34B
| $17.2K | ﹤0.01% |
700
| – | – |
|
418
Constellation Energy
CEG
$96.8B
| $16.8K | ﹤0.01% |
+91
| New | +$16.8K |
|
419
Kyndryl
KD
$7.38B
| $16.3K | ﹤0.01% |
750
-805
| -52% | -$17.5K |
|
420
NextEra Energy, Inc.
NEE
$145B
| $16.2K | ﹤0.01% |
254
+48
| +23% | +$3.07K |
|
421
Entrada Therapeutics
TRDA
$198M
| $15.8K | ﹤0.01% |
1,116
| – | – |
|
422
Terex
TEX
$3.36B
| $15.7K | ﹤0.01% |
244
| – | – |
|
423
Herbalife
HLF
$1.03B
| $15.4K | ﹤0.01% |
1,530
| – | – |
|
424
Tanger
SKT
$3.87B
| $14.4K | ﹤0.01% |
488
| – | – |
|
425
Weyerhaeuser
WY
$18.3B
| $14.4K | ﹤0.01% |
400
| – | – |
|