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 -220 | Closed | – | |||
| $0 | 0% | 0 -1,140 | Closed | – | |||
| $0 | 0% | 0 -171 | Closed | – | |||
| $0 | 0% | 0 -164 | Closed | – | |||
| $0 | 0% | 0 -4,287 | Closed | – | |||
| $0 | 0% | 0 -1,820 | Closed | – | |||
| $0 | 0% | 0 -140 | Closed | – | |||
| $0 | 0% | 0 -2,293 | Closed | – | |||
| $0 | 0% | 0 -700 | Closed | – | |||
| $0 | 0% | 0 -2,736 | Closed | – | |||
| $0 | 0% | 0 -420 | Closed | – | |||
| $0 | 0% | 0 -9,811 | Closed | – | |||
| $0 | 0% | 0 -2,503 | Closed | – | |||
| $0 | 0% | 0 -289 | Closed | – | |||
| $0 | 0% | 0 -198 | Closed | – | |||
| $0 | 0% | 0 -4,816 | Closed | – | |||
| $0 | 0% | 0 -766 | Closed | – | |||
| $0 | 0% | 0 -906 | Closed | – | |||
| $0 | 0% | 0 -1,449 | Closed | – | |||
| $0 | 0% | 0 -1,883 | Closed | – | |||
| $0 | 0% | 0 -737 | Closed | – | |||
| $0 | 0% | 0 -13,177 | Closed | – | |||
| $0 | 0% | 0 -400 | Closed | – | |||
| $0 | 0% | 0 -57 | Closed | – | |||
| $0 | 0% | 0 -1,657 | Closed | – |
