PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+7.45%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+15%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
153
Reduced
89
Closed
35
Top Buys
| 1 |
Broadcom
AVGO
|
$17.1M |
| 2 |
Accenture
ACN
|
$6.47M |
| 3 |
Trane Technologies
TT
|
$4.59M |
| 4 |
Thomson Reuters
TRI
|
$4.39M |
| 5 |
Deutsche Bank
DB
|
$4.32M |
Top Sells
| 1 |
Eversource Energy
ES
|
$2.85M |
| 2 |
eBay
EBAY
|
$1.51M |
| 3 |
HP
HPQ
|
$1.35M |
| 4 |
Aon
AON
|
$1.27M |
| 5 |
Reliance Steel & Aluminium
RS
|
$929K |
Sector Composition
| 1 | Technology | 33.11% |
| 2 | Financials | 12.87% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Communication Services | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
The Mosaic Company
MOS
$10.6B
| $24.5K | ﹤0.01% |
917
| – | – |
|
477
Victoria's Secret
VSCO
$1.84B
| $23.3K | ﹤0.01% |
906
| – | – |
|
478
American Eagle Outfitters
AEO
$2.24B
| $23.1K | ﹤0.01% |
1,032
| – | – |
|
479
Elastic
ESTC
$9.04B
| $22.5K | ﹤0.01% |
293
| – | – |
|
480
Ball Corp
BALL
$14.3B
| $21K | ﹤0.01% |
309
| – | – |
|
481
Skyworks Solutions
SWKS
$11.1B
| $20.5K | ﹤0.01% |
208
-6,780
| -97% | -$669K |
|
482
AppFolio
APPF
$9.94B
| $20.2K | ﹤0.01% |
86
| – | – |
|
483
CSX Corp
CSX
$60.6B
| $19.7K | ﹤0.01% |
570
| – | – |
|
484
LPL Financial
LPLA
$29.2B
| $18.8K | ﹤0.01% |
81
-899
| -92% | -$209K |
|
485
Nutanix
NTNX
$18B
| $18.1K | ﹤0.01% |
305
| – | – |
|
486
UGI
UGI
$7.44B
| $17.5K | ﹤0.01% |
700
| – | – |
|
487
Fiverr
FVRR
$870M
| $17.4K | ﹤0.01% |
+672
| New | +$17.4K |
|
488
Kyndryl
KD
$7.35B
| $17.2K | ﹤0.01% |
750
| – | – |
|
489
GoodRx Holdings
GDRX
$1.51B
| $16.4K | ﹤0.01% |
2,372
-3,099
| -57% | -$21.5K |
|
490
Tanger
SKT
$3.87B
| $16.2K | ﹤0.01% |
488
| – | – |
|
491
Teladoc Health
TDOC
$1.37B
| $16K | ﹤0.01% |
1,742
| – | – |
|
492
Taylor Morrison
TMHC
$6.66B
| $15.4K | ﹤0.01% |
220
| – | – |
|
493
Weyerhaeuser
WY
$18.7B
| $13.5K | ﹤0.01% |
400
| – | – |
|
494
G-III Apparel Group
GIII
$1.17B
| $12.8K | ﹤0.01% |
421
| – | – |
|
495
Williams Companies
WMB
$70.7B
| $12.7K | ﹤0.01% |
+278
| New | +$12.7K |
|
496
Yext
YEXT
$1.11B
| $12.6K | ﹤0.01% |
1,824
| – | – |
|
497
Paylocity
PCTY
$9.89B
| $12.4K | ﹤0.01% |
75
-3,640
| -98% | -$600K |
|
498
Tyson Foods
TSN
$20.2B
| $12.3K | ﹤0.01% |
207
| – | – |
|
499
GitLab
GTLB
$7.93B
| $11.5K | ﹤0.01% |
223
| – | – |
|
500
H&R Block
HRB
$6.74B
| $10.4K | ﹤0.01% |
164
| – | – |
|