PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$110M
Cap. Flow % of AUM
-9.25%
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 | 32.14% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Communication Services | 9.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $23.8K | 0% | 169 | New | +$23.8K | |||
| $22.9K | 0% | 789 | – | – | |||
| $19.3K | 0% | 2,941 | New | +$19.3K | |||
| $18.2K | 0% | 249 -4,879 | -95% | -$357K | |||
| $17.9K | 0% | 65 -1,903 | -97% | -$524K | |||
| $17.6K | 0% | 550 -1,793 | -77% | -$57.4K | |||
| $16.3K | 0% | 309 | – | – | |||
| $16.1K | 0% | 672 | – | – | |||
| $14.1K | 0% | 94 -305 | -76% | -$45.8K | |||
| $13.9K | 0% | 58 -283 | -83% | -$67.6K | |||
| $13.6K | 0% | 208 -2,802 | -93% | -$183K | |||
| $12.6K | 0% | 1,537 | New | +$12.6K | |||
| $10.6K | 0% | 2,372 | – | – | |||
| $10.4K | 0% | 1,620 -82,939 | -98% | -$532K | |||
| $10K | 0% | 202 +181 | +862% | +$8.98K | |||
| $8.59K | 0% | 108 -415 | -79% | -$33K | |||
| $7.41K | 0% | 217 | New | +$7.41K | |||
| $7.02K | 0% | 30 -1,982 | -99% | -$464K | |||
| $6.06K | 0% | 38 | New | +$6.06K | |||
| $5.95K | 0% | 104 +68 | +189% | +$3.89K | |||
| $5.82K | 0% | 70 | New | +$5.82K | |||
| $5.61K | 0% | 59 | New | +$5.61K | |||
| $5.59K | 0% | 21 | New | +$5.59K | |||
| $5.03K | 0% | 43 -700 | -94% | -$81.8K | |||
| $4.95K | 0% | 21 | New | +$4.95K |
