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 | |
|---|---|---|---|---|---|---|
501
Verint Systems
VRNT
$1.23B
| $43.3K | ﹤0.01% |
+1,571
| New | +$43.3K |
|
502
Coterra Energy
CTRA
$18.7B
| $43.2K | ﹤0.01% |
+1,687
| New | +$43.2K |
|
503
Marathon Petroleum
MPC
$54.6B
| $42K | ﹤0.01% |
300
| – | – |
|
|
504
Devon Energy
DVN
$22.9B
| $41.9K | ﹤0.01% |
1,275
-100,905
| -99% | -$3.31M |
|
505
BILL Holdings
BILL
$4.72B
| $41.5K | ﹤0.01% |
488
| – | – |
|
506
Apollo Global Management
APO
$77.9B
| $41.1K | ﹤0.01% |
248
| – | – |
|
507
Vertex
VERX
$4.12B
| $41K | ﹤0.01% |
+766
| New | +$41K |
|
508
American States Water
AWR
$2.87B
| $40.8K | ﹤0.01% |
523
+500
| +2,174% | +$39K |
|
509
CyberArk
CYBR
$22.8B
| $39.5K | ﹤0.01% |
+118
| New | +$39.5K |
|
510
Bioventus
BVS
$495M
| $38.1K | ﹤0.01% |
+3,620
| New | +$38.1K |
|
511
Victoria's Secret
VSCO
$1.84B
| $37.7K | ﹤0.01% |
906
| – | – |
|
512
Raymond James Financial
RJF
$33.8B
| $36.8K | ﹤0.01% |
236
+217
| +1,142% | +$33.8K |
|
|
DCBO
513
Docebo
DCBO
$896M
| $35.5K | ﹤0.01% |
789
| – | – |
|
514
Lyft
LYFT
$6.73B
| $34.9K | ﹤0.01% |
+2,694
| New | +$34.9K |
|
|
RDFN
515
DELISTED
Redfin
RDFN
| $33.5K | ﹤0.01% |
4,237
| – | – |
|
516
Iridium Communications
IRDM
$2.64B
| $32K | ﹤0.01% |
+1,099
| New | +$32K |
|
517
Yum! Brands
YUM
$40.8B
| $30.6K | ﹤0.01% |
227
| – | – |
|
518
Radware
RDWR
$1.08B
| $30K | ﹤0.01% |
+1,325
| New | +$30K |
|
519
Sezzle
SEZL
$3.22B
| $29.5K | ﹤0.01% |
+115
| New | +$29.5K |
|
520
Elastic
ESTC
$9.04B
| $29.1K | ﹤0.01% |
293
| – | – |
|
521
Gildan
GIL
$8.14B
| $27.8K | ﹤0.01% |
+589
| New | +$27.8K |
|
522
Reddit
RDDT
$42.1B
| $27.2K | ﹤0.01% |
+166
| New | +$27.2K |
|
523
Abercrombie & Fitch
ANF
$4.46B
| $27.2K | ﹤0.01% |
181
-560
| -76% | -$84K |
|
524
Janux Therapeutics
JANX
$1.37B
| $26.8K | ﹤0.01% |
498
-688
| -58% | -$37K |
|
525
LPL Financial
LPLA
$29.2B
| $26.5K | ﹤0.01% |
81
| – | – |
|