PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+13.57%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$81.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.08M |
| 2 |
Microsoft
MSFT
|
$5.22M |
| 3 |
NVIDIA
NVDA
|
$2.94M |
| 4 |
Amazon
AMZN
|
$2.76M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.67% |
| 2 | Healthcare | 14.13% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Communication Services | 9.75% |
| 5 | Financials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Applovin
APP
$162B
| $364K | 0.45% |
+9,123
| New | +$364K |
|
52
3M
MMM
$82.8B
| $355K | 0.43% |
+3,244
| New | +$355K |
|
53
Oracle
ORCL
$635B
| $353K | 0.43% |
+3,350
| New | +$353K |
|
54
McDonald's
MCD
$224B
| $337K | 0.41% |
+1,135
| New | +$337K |
|
55
Qualcomm
QCOM
$173B
| $331K | 0.41% |
+2,291
| New | +$331K |
|
56
Stryker
SYK
$150B
| $331K | 0.41% |
+1,104
| New | +$331K |
|
57
Cisco
CSCO
$274B
| $330K | 0.41% |
+6,540
| New | +$330K |
|
58
Marsh & McLennan
MMC
$101B
| $330K | 0.41% |
+1,743
| New | +$330K |
|
59
RTX Corp
RTX
$212B
| $330K | 0.4% |
+3,918
| New | +$330K |
|
60
Thermo Fisher Scientific
TMO
$186B
| $326K | 0.4% |
+614
| New | +$326K |
|
61
Vertex Pharmaceuticals
VRTX
$100B
| $321K | 0.39% |
+790
| New | +$321K |
|
62
Owens Corning
OC
$12.6B
| $318K | 0.39% |
+2,143
| New | +$318K |
|
63
CVS Health
CVS
$92.8B
| $316K | 0.39% |
+3,996
| New | +$316K |
|
64
Prudential Financial
PRU
$38.6B
| $313K | 0.38% |
+3,018
| New | +$313K |
|
65
Abbott
ABT
$231B
| $313K | 0.38% |
+2,843
| New | +$313K |
|
66
Intel
INTC
$107B
| $312K | 0.38% |
+6,216
| New | +$312K |
|
67
Park Hotels & Resorts
PK
$2.35B
| $309K | 0.38% |
+20,176
| New | +$309K |
|
68
Progressive
PGR
$145B
| $305K | 0.37% |
+1,918
| New | +$305K |
|
69
Pultegroup
PHM
$26B
| $305K | 0.37% |
+2,953
| New | +$305K |
|
70
DexCom
DXCM
$29.5B
| $300K | 0.37% |
+2,417
| New | +$300K |
|
71
American Express
AXP
$231B
| $299K | 0.37% |
+1,595
| New | +$299K |
|
72
Duke Energy
DUK
$95.3B
| $298K | 0.37% |
+3,068
| New | +$298K |
|
73
Walt Disney
DIS
$213B
| $296K | 0.36% |
+3,276
| New | +$296K |
|
74
Lockheed Martin
LMT
$106B
| $291K | 0.36% |
+642
| New | +$291K |
|
75
AT&T
T
$209B
| $290K | 0.36% |
+17,275
| New | +$290K |
|