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 | |
|---|---|---|---|---|---|---|
426
Stifel
SF
$11.8B
| $1.24K | ﹤0.01% | +18 | New | +$1.24K |
|
427
Old Dominion Freight Line
ODFL
$31.7B
| $1.22K | ﹤0.01% | +3 | New | +$1.22K |
|
428
First Solar
FSLR
$20.9B
| $1.21K | ﹤0.01% | +7 | New | +$1.21K |
|
429
Pool Corp
POOL
$11.6B
| $1.2K | ﹤0.01% | +3 | New | +$1.2K |
|
430
Trimble
TRMB
$19.2B
| $1.17K | ﹤0.01% | +22 | New | +$1.17K |
|
431
Labcorp
LH
$23.1B
| $1.14K | ﹤0.01% | +5 | New | +$1.14K |
|
432
Vulcan Materials
VMC
$38.5B
| $1.14K | ﹤0.01% | +5 | New | +$1.14K |
|
433
Equity Lifestyle Properties
ELS
$11.7B
| $1.13K | ﹤0.01% | +16 | New | +$1.13K |
|
434
Omnicom Group
OMC
$15.2B
| $1.12K | ﹤0.01% | +13 | New | +$1.12K |
|
435
Weatherford International
WFRD
$4.58B
| $1.08K | ﹤0.01% | +11 | New | +$1.08K |
|
|
FLG
436
Flagstar Financial, Inc.
FLG
$5.33B
| $1.07K | ﹤0.01% | +105 | New | +$1.07K |
|
437
Regions Financial
RF
$24.4B
| $1.05K | ﹤0.01% | +54 | New | +$1.05K |
|
438
TransDigm Group
TDG
$78.8B
| $1.01K | ﹤0.01% | +1 | New | +$1.01K |
|
439
Clear Secure
YOU
$3.48B
| $991 | ﹤0.01% | +48 | New | +$991 |
|
440
Freshworks
FRSH
$3.93B
| $986 | ﹤0.01% | +42 | New | +$986 |
|
441
M&T Bank
MTB
$31.5B
| $959 | ﹤0.01% | +7 | New | +$959 |
|
442
Nasdaq
NDAQ
$54.4B
| $872 | ﹤0.01% | +15 | New | +$872 |
|
443
CubeSmart
CUBE
$9.33B
| $741 | ﹤0.01% | +16 | New | +$741 |
|
444
Molina Healthcare
MOH
$9.8B
| $722 | ﹤0.01% | +2 | New | +$722 |
|
445
ResMed
RMD
$40.2B
| $688 | ﹤0.01% | +4 | New | +$688 |
|
446
Vail Resorts
MTN
$6.09B
| $640 | ﹤0.01% | +3 | New | +$640 |
|
447
Devon Energy
DVN
$22.9B
| $634 | ﹤0.01% | +14 | New | +$634 |
|
448
Dollar Tree
DLTR
$22.8B
| $568 | ﹤0.01% | +4 | New | +$568 |
|
449
Big 5 Sporting Goods
BGFV
$32.5M
| $538 | ﹤0.01% | +85 | New | +$538 |
|
450
Invitation Homes
INVH
$19.2B
| $477 | ﹤0.01% | +14 | New | +$477 |
|