PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.06%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+10%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
215
Reduced
91
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
NVIDIA
NVDA
|
$5.26M |
| 3 |
Microsoft
MSFT
|
$4.31M |
| 4 |
Amazon
AMZN
|
$3.77M |
| 5 |
Arista Networks
ANET
|
$3.73M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.37M |
| 2 |
Devon Energy
DVN
|
$3.31M |
| 3 |
Applovin
APP
|
$3.29M |
| 4 |
Thomson Reuters
TRI
|
$1.97M |
| 5 |
Brookfield Renewable
BEPC
|
$1.85M |
Sector Composition
| 1 | Technology | 34.85% |
| 2 | Financials | 13.35% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Axalta
AXTA
$6.69B
| $76.9K | 0.01% |
2,238
+1,365
| +156% | +$46.9K |
|
477
TopBuild
BLD
$11.6B
| $75.6K | 0.01% |
242
-183
| -43% | -$57.2K |
|
478
Southern Company
SO
$101B
| $72.4K | 0.01% |
876
-2,916
| -77% | -$241K |
|
|
SVM
479
Silvercorp Metals
SVM
$1.1B
| $72.3K | 0.01% |
23,974
| – | – |
|
480
KB Home
KBH
$4.28B
| $71.2K | 0.01% |
1,080
| – | – |
|
481
Installed Building Products
IBP
$7.03B
| $68.8K | 0.01% |
391
| – | – |
|
482
TechnipFMC
FTI
$15.3B
| $68.1K | 0.01% |
+2,343
| New | +$68.1K |
|
483
Jackson Financial
JXN
$6.72B
| $66K | ﹤0.01% |
755
-2,090
| -73% | -$183K |
|
484
Medpace
MEDP
$13.3B
| $63.7K | ﹤0.01% |
191
-165
| -46% | -$55K |
|
485
Credo Technology Group
CRDO
$21.4B
| $61.1K | ﹤0.01% |
+906
| New | +$61.1K |
|
486
UiPath
PATH
$5.8B
| $60.7K | ﹤0.01% |
4,760
| – | – |
|
487
Extra Space Storage
EXR
$29.9B
| $59.9K | ﹤0.01% |
399
| – | – |
|
488
Kimberly-Clark
KMB
$42.6B
| $57.1K | ﹤0.01% |
+434
| New | +$57.1K |
|
489
DuPont de Nemours
DD
$31.7B
| $56.3K | ﹤0.01% |
+736
| New | +$56.3K |
|
490
Restaurant Brands International
QSR
$20.5B
| $55.5K | ﹤0.01% |
849
| – | – |
|
491
Alcon
ALC
$38.7B
| $53.2K | ﹤0.01% |
624
| – | – |
|
492
Ferrari
RACE
$87.2B
| $53.1K | ﹤0.01% |
+124
| New | +$53.1K |
|
493
Unity
U
$16.6B
| $51.7K | ﹤0.01% |
2,293
| – | – |
|
494
ON Semiconductor
ON
$19.7B
| $50.8K | ﹤0.01% |
+803
| New | +$50.8K |
|
495
Marriott International Class A Common Stock
MAR
$71.6B
| $48.2K | ﹤0.01% |
+172
| New | +$48.2K |
|
496
W.P. Carey
WPC
$14.4B
| $48K | ﹤0.01% |
+877
| New | +$48K |
|
497
Coca-Cola Consolidated
COKE
$10.2B
| $46.8K | ﹤0.01% |
37
-62
| -63% | -$78.4K |
|
|
TPC
498
Tutor Perini Corporation
TPC
$3.09B
| $46.3K | ﹤0.01% |
1,908
| – | – |
|
499
Core & Main
CNM
$12.2B
| $45.8K | ﹤0.01% |
896
| – | – |
|
500
Cross Country Healthcare
CCRN
$434M
| $45.6K | ﹤0.01% |
+2,503
| New | +$45.6K |
|