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 (-13%)
Cap. Flow
-$122M
Cap. Flow % of AUM
-10.32%
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 | 31.91% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Communication Services | 9.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.85K | ﹤0.01% | 35 -213 | -86% | -$29.5K | |||
| $4.45K | ﹤0.01% | +12 | New | +$4.45K | |||
| $4.19K | ﹤0.01% | +79 | New | +$4.19K | |||
| $3.58K | ﹤0.01% | 11 -778 | -99% | -$253K | |||
| $3.39K | ﹤0.01% | +371 | New | +$3.39K | |||
| $3.31K | ﹤0.01% | 74 | – | – | |||
| $3.3K | ﹤0.01% | 4 -130 | -97% | -$107K | |||
| $3.17K | ﹤0.01% | 36 | – | – | |||
| $2.95K | ﹤0.01% | +129 | New | +$2.95K | |||
| $2.59K | ﹤0.01% | 322 -1,420 | -82% | -$11.4K | |||
| $2.55K | ﹤0.01% | 252 -568 | -69% | -$5.74K | |||
| $1.96K | ﹤0.01% | 43 -7,631 | -99% | -$349K | |||
| $1.84K | ﹤0.01% | 46 | – | – | |||
| $1.57K | ﹤0.01% | 6 | – | – | |||
| $1.32K | ﹤0.01% | 27 | – | – | |||
| $1.22K | ﹤0.01% | 32 | – | – | |||
| $1.19K | ﹤0.01% | 54 -7,885 | -99% | -$173K | |||
| $1.18K | ﹤0.01% | 5 | – | – | |||
| $1.15K | ﹤0.01% | 15 | – | – | |||
| $1.08K | ﹤0.01% | 16 | – | – | |||
| $1.01K | ﹤0.01% | 150 | – | – | |||
| $1K | ﹤0.01% | 6 | – | – | |||
| $1K | ﹤0.01% | 8 | – | – | |||
| $892 | ﹤0.01% | 26 | – | – | |||
| $652 | ﹤0.01% | 66 -10,789 | -99% | -$107K |
