PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
This Quarter Return
-2.39%
1 Year Return
+16.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$122M
Cap. Flow % of AUM
-10.32%
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 | 31.91% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Communication Services | 9.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -1,657 | Closed | -$10.6K | |||
| – | – | -621 | Closed | -$211K | |||
| – | – | -11,902 | Closed | -$368K | |||
| – | – | -1,908 | Closed | -$46.3K |
