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 | |
|---|---|---|---|---|---|---|---|
| $55.9K | ﹤0.01% | 877 | – | – | |||
| $55.9K | ﹤0.01% | +2,620 | New | +$55.9K | |||
| $53.5K | ﹤0.01% | 696 -2,314 | -77% | -$178K | |||
| $53.1K | ﹤0.01% | 124 | – | – | |||
| $52.6K | ﹤0.01% | +2,368 | New | +$52.6K | |||
| $52.6K | ﹤0.01% | 1,075 -9,294 | -90% | -$455K | |||
| $48.3K | ﹤0.01% | 12,184 -19,962 | -62% | -$79.1K | |||
| $44.2K | ﹤0.01% | 300 | – | – | |||
| $42.8K | ﹤0.01% | 251 -552 | -69% | -$94.2K | |||
| $42.8K | ﹤0.01% | 2,743 -42,312 | -94% | -$660K | |||
| $40.3K | ﹤0.01% | 118 | – | – | |||
| $38.5K | ﹤0.01% | 3,209 +515 | +19% | +$6.18K | |||
| $38.1K | ﹤0.01% | 190 -468 | -71% | -$93.9K | |||
| $38K | ﹤0.01% | 1,520 -7,341 | -83% | -$184K | |||
| $36.8K | ﹤0.01% | 3,977 +357 | +10% | +$3.3K | |||
| $36.1K | ﹤0.01% | 227 | – | – | |||
| $34.9K | ﹤0.01% | 848 +45 | +6% | +$1.85K | |||
| $34.7K | ﹤0.01% | 1,257 +158 | +14% | +$4.36K | |||
| $34K | ﹤0.01% | 1,555 +230 | +17% | +$5.03K | |||
| $30.5K | ﹤0.01% | 217 -19 | -8% | -$2.67K | |||
| $28.3K | ﹤0.01% | 1,571 | – | – | |||
| $27.4K | ﹤0.01% | 53 -795 | -94% | -$411K | |||
| $26.8K | ﹤0.01% | 81 | – | – | |||
| $25.4K | ﹤0.01% | 1,413 -3,977 | -74% | -$71.4K | |||
| $25K | ﹤0.01% | 917 | – | – |
