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 | |
|---|---|---|---|---|---|---|
526
Builders FirstSource
BLDR
$15.3B
| $25.2K | ﹤0.01% |
176
| – | – |
|
527
The Mosaic Company
MOS
$10.6B
| $22.6K | ﹤0.01% |
917
| – | – |
|
528
Fiverr
FVRR
$870M
| $21.4K | ﹤0.01% |
672
| – | – |
|
529
AppFolio
APPF
$9.94B
| $21.3K | ﹤0.01% |
86
| – | – |
|
530
Tenet Healthcare
THC
$16.3B
| $21.2K | ﹤0.01% |
167
| – | – |
|
531
UGI
UGI
$7.44B
| $19.8K | ﹤0.01% |
700
| – | – |
|
532
Nucor
NUE
$34.1B
| $19.8K | ﹤0.01% |
169
| – | – |
|
533
Designer Brands
DBI
$181M
| $17.8K | ﹤0.01% |
3,328
| – | – |
|
534
American Eagle Outfitters
AEO
$2.24B
| $17.3K | ﹤0.01% |
1,032
| – | – |
|
535
Ball Corp
BALL
$14.3B
| $17.1K | ﹤0.01% |
309
| – | – |
|
536
Tanger
SKT
$3.87B
| $16.7K | ﹤0.01% |
488
| – | – |
|
537
Teladoc Health
TDOC
$1.37B
| $15.9K | ﹤0.01% |
1,742
| – | – |
|
538
CSX Corp
CSX
$60.6B
| $15.9K | ﹤0.01% |
490
-80
| -14% | -$2.59K |
|
539
G-III Apparel Group
GIII
$1.17B
| $13.8K | ﹤0.01% |
421
| – | – |
|
540
Taylor Morrison
TMHC
$6.66B
| $13.5K | ﹤0.01% |
220
| – | – |
|
541
Paylocity
PCTY
$9.89B
| $13.2K | ﹤0.01% |
66
-9
| -12% | -$1.8K |
|
542
GitLab
GTLB
$7.93B
| $12.6K | ﹤0.01% |
223
| – | – |
|
543
Enphase Energy
ENPH
$4.93B
| $12.4K | ﹤0.01% |
180
-682
| -79% | -$47K |
|
544
Tyson Foods
TSN
$20.2B
| $11.9K | ﹤0.01% |
207
| – | – |
|
545
Weyerhaeuser
WY
$18.7B
| $11.3K | ﹤0.01% |
400
| – | – |
|
546
GoodRx Holdings
GDRX
$1.51B
| $11.1K | ﹤0.01% |
2,372
| – | – |
|
547
Vericel Corp
VCEL
$1.83B
| $10.9K | ﹤0.01% |
198
| – | – |
|
548
Yext
YEXT
$1.11B
| $10.6K | ﹤0.01% |
1,657
-167
| -9% | -$1.07K |
|
549
Generac Holdings
GNRC
$10.9B
| $8.71K | ﹤0.01% |
56
| – | – |
|
550
Etsy
ETSY
$5.25B
| $8.71K | ﹤0.01% |
164
| – | – |
|