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
Cap. Flow
-$122M
Cap. Flow %
-10.32%
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

1Technology31.91%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.94%
5Communication Services9.5%
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
1234526