PIM

Plato Investment Management Portfolio holdings

AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$110M
Cap. Flow %
-9.25%
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

1Technology32.14%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.8%
5Communication Services9.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.62M0.64%50,247
-3,608
-7%
-$547K
$7.51M0.63%44,436
+1,501
+4%
+$254K
$7.28M0.61%26,833
-3,893
-13%
-$1.06M
$6.75M0.57%43,462
-4,698
-10%
-$729K
$6.71M0.57%1,441
-52
-3%
-$242K
$6.61M0.56%32,654
+460
+1%
+$93.1K
$6.52M0.55%154,586
-17,028
-10%
-$718K
$6.28M0.53%100,642
+1,125
+1%
+$70.2K
$6.12M0.52%21,388
-5,916
-22%
-$1.69M
$5.72M0.48%42,648
-1,862
-4%
-$250K
$5.57M0.47%121,473
+10,801
+10%
+$495K
$5.56M0.47%17,600
+89
+0.5%
+$28.1K
$5.53M0.47%20,341
-1,833
-8%
-$499K
$5.37M0.45%17,063
-3,091
-15%
-$973K
$5.36M0.45%59,092
+8,468
+17%
+$768K
$5.36M0.45%8,630
-1,968
-19%
-$1.22M
$5.26M0.44%46,482
-15,097
-25%
-$1.71M
$5.24M0.44%16,621
-2,287
-12%
-$721K
$5.19M0.44%71,572
-11,354
-14%
-$824K
$5.17M0.44%10,330
+2,486
+32%
+$1.24M
$5.14M0.43%13,260
-1,888
-12%
-$732K
$4.97M0.42%35,137
-2,198
-6%
-$311K
$4.88M0.41%32,715
-3,564
-10%
-$531K
$4.85M0.41%78,605
-43,619
-36%
-$2.69M
$4.84M0.41%188,872
-17,407
-8%
-$446K
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