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 | |
|---|---|---|---|---|---|---|---|
| $98.7K | 0.01% | +3,514 | New | +$98.7K | |||
| $98K | 0.01% | +973 | New | +$98K | |||
| $97.6K | 0.01% | 668 | – | – | |||
| $88.5K | 0.01% | 1,088 | – | – | |||
| $86.9K | 0.01% | +225 | New | +$86.9K | |||
| $84K | 0.01% | +29,495 | New | +$84K | |||
| $82.4K | 0.01% | 1,805 +211 | +13% | +$9.63K | |||
| $82K | 0.01% | 1,060 | – | – | |||
| $81.9K | 0.01% | 690 | – | – | |||
| $81.4K | 0.01% | 876 | – | – | |||
| $80.1K | 0.01% | 898 -12 | -1% | -$1.07K | |||
| $77.7K | 0.01% | +354 | New | +$77.7K | |||
| $76.1K | 0.01% | +505 | New | +$76.1K | |||
| $75.6K | 0.01% | 1,630 +1,142 | +234% | +$53K | |||
| $75K | 0.01% | 2,238 | – | – | |||
| $73.2K | 0.01% | 970 +234 | +32% | +$17.7K | |||
| $72.9K | 0.01% | 358 | – | – | |||
| $71.3K | 0.01% | 583 -273 | -32% | -$33.4K | |||
| $67.2K | 0.01% | +5,171 | New | +$67.2K | |||
| $66.4K | 0.01% | 1,148 -597 | -34% | -$34.5K | |||
| $62.4K | 0.01% | 434 | – | – | |||
| $60.6K | 0.01% | 2,074 +387 | +23% | +$11.3K | |||
| $57.2K | ﹤0.01% | 849 | – | – | |||
| $56.8K | ﹤0.01% | 881 +674 | +326% | +$43.5K | |||
| $56K | ﹤0.01% | 1,034 -8,975 | -90% | -$486K |
