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 | |
|---|---|---|---|---|---|---|
501
Signet Jewelers
SIG
$3.62B
| $10.2K | ﹤0.01% |
99
| – | – |
|
502
Etsy
ETSY
$5.25B
| $9.1K | ﹤0.01% |
164
-4,655
| -97% | -$258K |
|
503
Generac Holdings
GNRC
$10.9B
| $8.89K | ﹤0.01% |
56
| – | – |
|
504
Voyager Therapeutics
VYGR
$186M
| $8.47K | ﹤0.01% |
1,449
| – | – |
|
|
GTM
505
ZoomInfo Technologies
GTM
$3.47B
| $8.45K | ﹤0.01% |
820
| – | – |
|
506
Vericel Corp
VCEL
$1.83B
| $8.36K | ﹤0.01% |
198
| – | – |
|
507
Cenovus Energy
CVE
$29.9B
| $8.08K | ﹤0.01% |
+483
| New | +$8.08K |
|
508
Qualys
QLYS
$4.9B
| $7.83K | ﹤0.01% |
61
| – | – |
|
509
Tri Pointe Homes
TPH
$3.09B
| $7.42K | ﹤0.01% |
164
| – | – |
|
510
Tetra Tech
TTEK
$9.57B
| $6.6K | ﹤0.01% |
140
+112
| +400% | +$5.28K |
|
511
Enbridge
ENB
$105B
| $6.05K | ﹤0.01% |
+149
| New | +$6.05K |
|
512
Confluent
CFLT
$6.85B
| $5.88K | ﹤0.01% |
289
-6,312
| -96% | -$129K |
|
513
Toast
TOST
$26.3B
| $4.84K | ﹤0.01% |
171
| – | – |
|
514
Cheniere Energy
LNG
$53.1B
| $3.41K | ﹤0.01% |
+19
| New | +$3.41K |
|
515
Lantheus
LNTH
$3.73B
| $3.4K | ﹤0.01% |
31
| – | – |
|
516
GXO Logistics
GXO
$6.03B
| $3.38K | ﹤0.01% |
65
| – | – |
|
517
Mid-America Apartment Communities
MAA
$17.1B
| $2.86K | ﹤0.01% |
18
| – | – |
|
518
Occidental Petroleum
OXY
$46.9B
| $2.78K | ﹤0.01% |
54
| – | – |
|
519
Raymond James Financial
RJF
$33.8B
| $2.32K | ﹤0.01% |
19
| – | – |
|
520
Yelp
YELP
$1.99B
| $2K | ﹤0.01% |
57
| – | – |
|
521
American States Water
AWR
$2.87B
| $1.91K | ﹤0.01% |
23
| – | – |
|
522
Copart
CPRT
$47.2B
| $1.88K | ﹤0.01% |
36
| – | – |
|
523
Boeing
BA
$177B
| $1.82K | ﹤0.01% |
12
-502
| -98% | -$76.3K |
|
524
Essential Utilities
WTRG
$11.1B
| $1.77K | ﹤0.01% |
46
| – | – |
|
525
LiveRamp
RAMP
$1.83B
| $1.71K | ﹤0.01% |
69
| – | – |
|