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 | |
|---|---|---|---|---|---|---|
401
Waste Management
WM
$90.5B
| $153K | 0.01% |
+737
| New | +$153K |
|
402
Dollar General
DG
$24.3B
| $152K | 0.01% |
1,798
-13
| -0.7% | -$1.1K |
|
403
Alamos Gold
AGI
$13.4B
| $147K | 0.01% |
+7,375
| New | +$147K |
|
404
Laureate Education
LAUR
$4.07B
| $147K | 0.01% |
+8,853
| New | +$147K |
|
405
Kohl's
KSS
$1.74B
| $145K | 0.01% |
+6,882
| New | +$145K |
|
406
Gen Digital
GEN
$18B
| $143K | 0.01% |
+5,232
| New | +$143K |
|
407
TFI International
TFII
$7.82B
| $134K | 0.01% |
+975
| New | +$134K |
|
408
Coca-Cola Consolidated
COKE
$10.2B
| $130K | 0.01% |
99
| – | – |
|
409
Fortuna Silver Mines
FSM
$2.36B
| $128K | 0.01% |
+27,464
| New | +$128K |
|
410
Viper Energy
VNOM
$6.75B
| $127K | 0.01% |
2,810
-24
| -0.8% | -$1.08K |
|
411
Affirm
AFRM
$27.5B
| $127K | 0.01% |
3,103
+836
| +37% | +$34.1K |
|
412
CareDx
CDNA
$731M
| $125K | 0.01% |
4,020
+43
| +1% | +$1.34K |
|
413
Robinhood
HOOD
$88.9B
| $122K | 0.01% |
+5,218
| New | +$122K |
|
414
Equinix
EQIX
$75.5B
| $119K | 0.01% |
134
+4
| +3% | +$3.55K |
|
415
Medpace
MEDP
$13.2B
| $119K | 0.01% |
356
-4
| -1% | -$1.33K |
|
416
Church & Dwight Co
CHD
$22.7B
| $118K | 0.01% |
1,127
+817
| +264% | +$85.5K |
|
417
Kamada
KMDA
$401M
| $117K | 0.01% |
+21,785
| New | +$117K |
|
418
Blackstone
BX
$132B
| $116K | 0.01% |
759
+438
| +136% | +$67K |
|
419
Colliers International
CIGI
$8.19B
| $112K | 0.01% |
+738
| New | +$112K |
|
420
Akamai
AKAM
$11B
| $110K | 0.01% |
1,088
| – | – |
|
421
Match Group
MTCH
$8.87B
| $106K | 0.01% |
2,810
| – | – |
|
|
SVM
422
Silvercorp Metals
SVM
$1.1B
| $104K | 0.01% |
+23,974
| New | +$104K |
|
423
Abercrombie & Fitch
ANF
$4.33B
| $104K | 0.01% |
741
| – | – |
|
424
Tyler Technologies
TYL
$23.9B
| $103K | 0.01% |
176
| – | – |
|
425
Corebridge Financial
CRBG
$18.5B
| $101K | 0.01% |
3,484
| – | – |
|