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 -21,147 | Closed | – | |||
| $0 | 0% | 0 -169 | Closed | – | |||
| $0 | 0% | 0 -1,467 | Closed | – | |||
| $0 | 0% | 0 -9,965 | Closed | – | |||
| $0 | 0% | 0 -32,802 | Closed | – | |||
| $0 | 0% | 0 -4,760 | Closed | – | |||
| $0 | 0% | 0 -66 | Closed | – | |||
| $0 | 0% | 0 -9,972 | Closed | – | |||
| $0 | 0% | 0 -572 | Closed | – | |||
| $0 | 0% | 0 -61 | Closed | – | |||
| $0 | 0% | 0 -69 | Closed | – | |||
| $0 | 0% | 0 -4,237 | Closed | – | |||
| $0 | 0% | 0 -12 | Closed | – | |||
| $0 | 0% | 0 -6,503 | Closed | – | |||
| $0 | 0% | 0 -115 | Closed | – | |||
| $0 | 0% | 0 -18 | Closed | – | |||
| $0 | 0% | 0 -19,595 | Closed | – | |||
| $0 | 0% | 0 -99 | Closed | – | |||
| $0 | 0% | 0 -488 | Closed | – | |||
| $0 | 0% | 0 -4,107 | Closed | – | |||
| $0 | 0% | 0 -3,863 | Closed | – | |||
| $0 | 0% | 0 -23,974 | Closed | – | |||
| $0 | 0% | 0 -1,310 | Closed | – | |||
| $0 | 0% | 0 -1,315 | Closed | – | |||
| $0 | 0% | 0 -167 | Closed | – |
