PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
-2.39%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
+$1.19B
(-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 |
Wheaton Precious Metals
WPM
|
$3.85M |
| 2 |
Advanced Micro Devices
AMD
|
$2.67M |
| 3 |
Edison International
EIX
|
$2.06M |
| 4 |
Expedia Group
EXPE
|
$1.65M |
| 5 |
Molson Coors Class B
TAP
|
$1.38M |
Top Sells
| 1 |
Apple
AAPL
|
$8.88M |
| 2 |
Deutsche Bank
DB
|
$8.3M |
| 3 |
NVIDIA
NVDA
|
$8.15M |
| 4 |
Microsoft
MSFT
|
$5.92M |
| 5 |
Broadcom
AVGO
|
$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 | |
|---|---|---|---|---|---|---|
426
WillScot Mobile Mini Holdings
WSC
$4.25B
| $98.7K | 0.01% |
+3,514
| New | +$98.7K |
|
427
Cirrus Logic
CRUS
$5.75B
| $98K | 0.01% |
+973
| New | +$98K |
|
428
Electronic Arts
EA
$42.2B
| $97.6K | 0.01% |
668
| – | – |
|
429
Akamai
AKAM
$11B
| $88.5K | 0.01% |
1,088
| – | – |
|
430
Elbit Systems
ESLT
$22.1B
| $86.9K | 0.01% |
+225
| New | +$86.9K |
|
431
CureVac
CVAC
$1.21B
| $84K | 0.01% |
+29,495
| New | +$84K |
|
432
Viper Energy
VNOM
$6.46B
| $82.4K | 0.01% |
1,805
+211
| +13% | +$9.63K |
|
433
Cognizant
CTSH
$34.9B
| $82K | 0.01% |
1,060
| – | – |
|
434
Vistra
VST
$63.3B
| $81.9K | 0.01% |
690
| – | – |
|
435
Southern Company
SO
$101B
| $81.4K | 0.01% |
876
| – | – |
|
436
Lear
LEA
$5.79B
| $80.1K | 0.01% |
898
-12
| -1% | -$1.07K |
|
437
Garmin
GRMN
$45.4B
| $77.7K | 0.01% |
+354
| New | +$77.7K |
|
438
Brinker International
EAT
$7.24B
| $76.1K | 0.01% |
+505
| New | +$76.1K |
|
439
BILL Holdings
BILL
$4.68B
| $75.6K | 0.01% |
1,630
+1,142
| +234% | +$53K |
|
440
Axalta
AXTA
$6.67B
| $75K | 0.01% |
2,238
| – | – |
|
441
DuPont de Nemours
DD
$31.6B
| $73.2K | 0.01% |
970
+234
| +32% | +$17.7K |
|
442
Dick's Sporting Goods
DKS
$17B
| $72.9K | 0.01% |
358
| – | – |
|
443
Colliers International
CIGI
$8.14B
| $71.3K | 0.01% |
583
-273
| -32% | -$33.4K |
|
444
Adient
ADNT
$1.96B
| $67.2K | 0.01% |
+5,171
| New | +$67.2K |
|
445
Sun Life Financial
SLF
$32.6B
| $66.4K | 0.01% |
1,148
-597
| -34% | -$34.5K |
|
446
Kimberly-Clark
KMB
$42.3B
| $62.4K | 0.01% |
434
| – | – |
|
447
Coterra Energy
CTRA
$18.4B
| $60.6K | 0.01% |
2,074
+387
| +23% | +$11.3K |
|
448
Restaurant Brands International
QSR
$20.5B
| $57.2K | ﹤0.01% |
849
| – | – |
|
449
Tyson Foods
TSN
$20B
| $56.8K | ﹤0.01% |
881
+674
| +326% | +$43.5K |
|
450
Jefferies Financial Group
JEF
$12.9B
| $56K | ﹤0.01% |
1,034
-8,975
| -90% | -$486K |
|