PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.06%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+10%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
215
Reduced
91
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
NVIDIA
NVDA
|
$5.26M |
| 3 |
Microsoft
MSFT
|
$4.31M |
| 4 |
Amazon
AMZN
|
$3.77M |
| 5 |
Arista Networks
ANET
|
$3.73M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.37M |
| 2 |
Devon Energy
DVN
|
$3.31M |
| 3 |
Applovin
APP
|
$3.29M |
| 4 |
Thomson Reuters
TRI
|
$1.97M |
| 5 |
Brookfield Renewable
BEPC
|
$1.85M |
Sector Composition
| 1 | Technology | 34.85% |
| 2 | Financials | 13.35% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Teleflex
TFX
$5.59B
| $235K | 0.02% |
1,315
| – | – |
|
402
Boston Properties
BXP
$11.5B
| $234K | 0.02% |
3,141
| – | – |
|
403
Roku
ROKU
$14.2B
| $227K | 0.02% |
3,044
| – | – |
|
404
Artisan Partners
APAM
$3.3B
| $212K | 0.02% |
+4,918
| New | +$212K |
|
405
Corpay
CPAY
$23B
| $211K | 0.02% |
621
| – | – |
|
406
Duke Energy
DUK
$95.3B
| $209K | 0.02% |
1,935
-1,530
| -44% | -$165K |
|
407
Assurant
AIZ
$10.9B
| $209K | 0.02% |
976
-1,719
| -64% | -$368K |
|
408
Doximity
DOCS
$12.7B
| $207K | 0.02% |
+3,871
| New | +$207K |
|
409
H&R Block
HRB
$6.74B
| $202K | 0.01% |
3,814
+3,650
| +2,226% | +$194K |
|
410
TC Energy
TRP
$54.1B
| $200K | 0.01% |
+4,287
| New | +$200K |
|
411
Solventum
SOLV
$12.7B
| $200K | 0.01% |
3,010
| – | – |
|
412
Veracyte
VCYT
$2.39B
| $191K | 0.01% |
4,816
+3,912
| +433% | +$155K |
|
413
Pinduoduo
PDD
$173B
| $189K | 0.01% |
+1,940
| New | +$189K |
|
414
EPAM Systems
EPAM
$9.82B
| $188K | 0.01% |
+803
| New | +$188K |
|
415
Zillow
Z
$19.8B
| $188K | 0.01% |
2,531
+2,091
| +475% | +$155K |
|
416
Regions Financial
RF
$24.4B
| $187K | 0.01% |
7,939
+7,885
| +14,602% | +$186K |
|
417
Zimmer Biomet
ZBH
$21B
| $186K | 0.01% |
1,751
| – | – |
|
418
GE HealthCare
GEHC
$33.7B
| $178K | 0.01% |
2,264
| – | – |
|
419
Iron Mountain
IRM
$27.3B
| $175K | 0.01% |
1,661
| – | – |
|
|
420
Advanced Micro Devices
AMD
$263B
| $174K | 0.01% |
1,435
-27,802
| -95% | -$3.37M |
|
421
Lumen
LUMN
$4.92B
| $171K | 0.01% |
32,146
-4,636
| -13% | -$24.7K |
|
422
TransUnion
TRU
$16.8B
| $169K | 0.01% |
+1,820
| New | +$169K |
|
423
Royalty Pharma
RPRX
$15.6B
| $166K | 0.01% |
6,503
-31,807
| -83% | -$814K |
|
424
Teradyne
TER
$19.2B
| $166K | 0.01% |
+1,310
| New | +$166K |
|
425
Biogen
BIIB
$20.5B
| $159K | 0.01% |
+1,037
| New | +$159K |
|