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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -187,621 | Closed | – | |||
| $0 | 0% | 0 -5,000 | Closed | – | |||
| $0 | 0% | 0 -421 | Closed | – | |||
| $0 | 0% | 0 -748 | Closed | – | |||
| $0 | 0% | 0 -56 | Closed | – | |||
| $0 | 0% | 0 -223 | Closed | – | |||
| $0 | 0% | 0 -18 | Closed | – | |||
| $0 | 0% | 0 -23,903 | Closed | – | |||
| $0 | 0% | 0 -11,703 | Closed | – | |||
| $0 | 0% | 0 -7,865 | Closed | – | |||
| $0 | 0% | 0 -3,814 | Closed | – | |||
| $0 | 0% | 0 -391 | Closed | – | |||
| $0 | 0% | 0 -1,661 | Closed | – | |||
| $0 | 0% | 0 -498 | Closed | – | |||
| $0 | 0% | 0 -755 | Closed | – | |||
| $0 | 0% | 0 -1,080 | Closed | – | |||
| $0 | 0% | 0 -21,785 | Closed | – | |||
| $0 | 0% | 0 -1,454 | Closed | – | |||
| $0 | 0% | 0 -31 | Closed | – | |||
| $0 | 0% | 0 -18 | Closed | – | |||
| $0 | 0% | 0 -172 | Closed | – | |||
| $0 | 0% | 0 -1,862 | Closed | – | |||
| $0 | 0% | 0 -191 | Closed | – | |||
| $0 | 0% | 0 -2,810 | Closed | – | |||
| $0 | 0% | 0 -5,469 | Closed | – |
