PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+7.45%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+15%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
153
Reduced
89
Closed
35
Top Buys
| 1 |
Broadcom
AVGO
|
$17.1M |
| 2 |
Accenture
ACN
|
$6.47M |
| 3 |
Trane Technologies
TT
|
$4.59M |
| 4 |
Thomson Reuters
TRI
|
$4.39M |
| 5 |
Deutsche Bank
DB
|
$4.32M |
Top Sells
| 1 |
Eversource Energy
ES
|
$2.85M |
| 2 |
eBay
EBAY
|
$1.51M |
| 3 |
HP
HPQ
|
$1.35M |
| 4 |
Aon
AON
|
$1.27M |
| 5 |
Reliance Steel & Aluminium
RS
|
$929K |
Sector Composition
| 1 | Technology | 33.11% |
| 2 | Financials | 12.87% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Communication Services | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Upwork
UPWK
$2.04B
| – | – |
-2,531
| Closed | -$27.2K |
|
577
Vulcan Materials
VMC
$38.5B
| – | – |
-5
| Closed | -$1.24K |
|
|
WBA
578
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-50,932
| Closed | -$616K |
|
579
Weatherford International
WFRD
$4.58B
| – | – |
-11
| Closed | -$1.35K |
|
580
West Pharmaceutical
WST
$17.8B
| – | – |
-886
| Closed | -$292K |
|
|
GRAL
581
GRAIL, Inc. Common Stock
GRAL
$1.18B
| – | – |
-518
| Closed | -$7.96K |
|
|
ETRN
582
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| – | – |
-4,953
| Closed | -$64.3K |
|