PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$110M
Cap. Flow % of AUM
-9.25%
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 | 32.14% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Communication Services | 9.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $599 | 0% | 42 | – | – | |||
| $238 | 0% | 8 -482 | -98% | -$14.3K | |||
| $0 | 0% | 0 -1,032 | Closed | – | |||
| $0 | 0% | 0 -2,925 | Closed | – | |||
| $0 | 0% | 0 -3,719 | Closed | – | |||
| $0 | 0% | 0 -181 | Closed | – | |||
| $0 | 0% | 0 -4,918 | Closed | – | |||
| $0 | 0% | 0 -86 | Closed | – | |||
| $0 | 0% | 0 -12 | Closed | – | |||
| $0 | 0% | 0 -85 | Closed | – | |||
| $0 | 0% | 0 -242 | Closed | – | |||
| $0 | 0% | 0 -176 | Closed | – | |||
| $0 | 0% | 0 -1,465 | Closed | – | |||
| $0 | 0% | 0 -4,225 | Closed | – | |||
| $0 | 0% | 0 -896 | Closed | – | |||
| $0 | 0% | 0 -37 | Closed | – | |||
| $0 | 0% | 0 -906 | Closed | – | |||
| $0 | 0% | 0 -16 | Closed | – | |||
| $0 | 0% | 0 -434 | Closed | – | |||
| $0 | 0% | 0 -3,328 | Closed | – | |||
| $0 | 0% | 0 -1,275 | Closed | – | |||
| $0 | 0% | 0 -180 | Closed | – | |||
| $0 | 0% | 0 -293 | Closed | – | |||
| $0 | 0% | 0 -164 | Closed | – | |||
| $0 | 0% | 0 -2,630 | Closed | – |
