PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+14.5%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.33B
AUM Growth
+$1.33B
(+12%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
320
Reduced
100
Closed
44
Top Buys
| 1 |
Broadcom
AVGO
|
$6.63M |
| 2 |
Toronto Dominion Bank
TD
|
$2.99M |
| 3 |
Microsoft
MSFT
|
$2.45M |
| 4 |
Apple
AAPL
|
$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.88M |
Top Sells
| 1 |
Kinross Gold
KGC
|
$2.68M |
| 2 |
Thomson Reuters
TRI
|
$2.57M |
| 3 |
Shopify
SHOP
|
$2.3M |
| 4 |
Descartes Systems
DSGX
|
$1.77M |
| 5 |
Northern Trust
NTRS
|
$1.64M |
Sector Composition
| 1 | Technology | 35.31% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.52% |
| 4 | Communication Services | 10.3% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$162B
| $5.3M | 0.4% | 17,806 +1,185 | +7% | +$353K |
|
52
Eaton
ETN
$136B
| $5.27M | 0.4% | 14,830 +78 | +0.5% | +$27.7K |
|
53
IBM
IBM
$227B
| $5.26M | 0.4% | 17,896 +2,247 | +14% | +$660K |
|
54
McDonald's
MCD
$224B
| $5.24M | 0.39% | 17,998 +398 | +2% | +$116K |
|
55
Pfizer
PFE
$141B
| $5.13M | 0.39% | 212,518 +23,646 | +13% | +$571K |
|
56
GE Vernova
GEV
$167B
| $5.02M | 0.38% | 9,525 -238 | -2% | -$125K |
|
57
Amgen
AMGN
$155B
| $5.02M | 0.38% | 18,046 +983 | +6% | +$273K |
|
58
Advanced Micro Devices
AMD
$264B
| $5M | 0.38% | 35,347 +8,175 | +30% | +$1.16M |
|
59
Merck
MRK
$210B
| $4.98M | 0.37% | 63,127 +4,035 | +7% | +$318K |
|
60
Gilead Sciences
GILD
$140B
| $4.91M | 0.37% | 44,414 -2,068 | -4% | -$228K |
|
61
Trane Technologies
TT
$92.5B
| $4.88M | 0.37% | 11,192 +55 | +0.5% | +$24K |
|
62
Uber
UBER
$196B
| $4.85M | 0.36% | 52,136 +15,666 | +43% | +$1.46M |
|
63
Lam Research
LRCX
$127B
| $4.79M | 0.36% | 49,378 +35 | +0.1% | +$3.39K |
|
64
AT&T
T
$209B
| $4.67M | 0.35% | 162,024 +60 | +0% | +$1.73K |
|
65
Morgan Stanley
MS
$240B
| $4.61M | 0.35% | 32,860 +145 | +0.4% | +$20.4K |
|
66
Stryker
SYK
$150B
| $4.57M | 0.34% | 11,600 +166 | +1% | +$65.4K |
|
67
Comcast
CMCSA
$125B
| $4.57M | 0.34% | 128,557 +106 | +0.1% | +$3.77K |
|
68
Ecolab
ECL
$78.6B
| $4.41M | 0.33% | 16,417 +372 | +2% | +$99.9K |
|
69
TJX Companies
TJX
$152B
| $4.38M | 0.33% | 35,625 +209 | +0.6% | +$25.7K |
|
70
ServiceNow
NOW
$190B
| $4.26M | 0.32% | 4,156 +356 | +9% | +$365K |
|
71
EOG Resources
EOG
$68.2B
| $4.23M | 0.32% | 35,456 +129 | +0.4% | +$15.4K |
|
72
CME Group
CME
$96B
| $4.16M | 0.31% | 15,133 +43 | +0.3% | +$11.8K |
|
73
American Water Works
AWK
$28B
| $4.08M | 0.31% | 29,471 -3,244 | -10% | -$450K |
|
74
Analog Devices
ADI
$124B
| $4.05M | 0.3% | 17,099 +49 | +0.3% | +$11.6K |
|
75
Edison International
EIX
$21.6B
| $4.04M | 0.3% | 78,608 +47 | +0.1% | +$2.42K |
|