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 | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$297B
| $635K | 0.78% | +10,769 | New | +$635K |
|
27
Eli Lilly
LLY
$657B
| $584K | 0.72% | +1,001 | New | +$584K |
|
28
Synopsys
SNPS
$112B
| $577K | 0.71% | +1,120 | New | +$577K |
|
29
Verizon
VZ
$186B
| $573K | 0.7% | +15,198 | New | +$573K |
|
30
Costco
COST
$418B
| $567K | 0.7% | +859 | New | +$567K |
|
31
Lam Research
LRCX
$127B
| $542K | 0.66% | +692 | New | +$542K |
|
32
Mastercard
MA
$538B
| $537K | 0.66% | +1,259 | New | +$537K |
|
33
Procter & Gamble
PG
$368B
| $530K | 0.65% | +3,620 | New | +$530K |
|
34
Elevance Health
ELV
$71.8B
| $513K | 0.63% | +1,088 | New | +$513K |
|
35
Microchip Technology
MCHP
$35.1B
| $503K | 0.62% | +5,573 | New | +$503K |
|
36
Netflix
NFLX
$513B
| $499K | 0.61% | +1,025 | New | +$499K |
|
37
Applied Materials
AMAT
$128B
| $490K | 0.6% | +3,025 | New | +$490K |
|
38
Cadence Design Systems
CDNS
$95.5B
| $478K | 0.59% | +1,756 | New | +$478K |
|
39
Comcast
CMCSA
$125B
| $473K | 0.58% | +10,777 | New | +$473K |
|
40
McKesson
MCK
$85.4B
| $456K | 0.56% | +984 | New | +$456K |
|
41
Sherwin-Williams
SHW
$91.2B
| $452K | 0.55% | +1,450 | New | +$452K |
|
42
Home Depot
HD
$405B
| $451K | 0.55% | +1,301 | New | +$451K |
|
43
Intuit
INTU
$186B
| $449K | 0.55% | +719 | New | +$449K |
|
44
CME Group
CME
$96B
| $428K | 0.53% | +2,034 | New | +$428K |
|
45
Union Pacific
UNP
$133B
| $422K | 0.52% | +1,718 | New | +$422K |
|
46
Freeport-McMoran
FCX
$63.7B
| $383K | 0.47% | +8,996 | New | +$383K |
|
47
Eversource Energy
ES
$23.8B
| $374K | 0.46% | +6,066 | New | +$374K |
|
48
Prologis
PLD
$106B
| $371K | 0.46% | +2,784 | New | +$371K |
|
49
Ford
F
$46.8B
| $369K | 0.45% | +30,263 | New | +$369K |
|
50
Public Storage
PSA
$51.7B
| $364K | 0.45% | +1,193 | New | +$364K |
|