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 | |
|---|---|---|---|---|---|---|
76
TJX Companies
TJX
$152B
| $288K | 0.35% | +3,069 | New | +$288K |
|
77
Intuitive Surgical
ISRG
$170B
| $285K | 0.35% | +846 | New | +$285K |
|
78
Marathon Petroleum
MPC
$54.6B
| $284K | 0.35% | +1,917 | New | +$284K |
|
79
Builders FirstSource
BLDR
$15.3B
| $282K | 0.35% | +1,691 | New | +$282K |
|
80
Berkshire Hathaway Class B
BRK.B
$1.09T
| $281K | 0.34% | +788 | New | +$281K |
|
81
Bank of America
BAC
$376B
| $281K | 0.34% | +8,339 | New | +$281K |
|
82
T-Mobile US
TMUS
$284B
| $276K | 0.34% | +1,723 | New | +$276K |
|
83
Hess Midstream
HESM
$5.4B
| $275K | 0.34% | +8,710 | New | +$275K |
|
84
D.R. Horton
DHI
$50.5B
| $258K | 0.32% | +1,698 | New | +$258K |
|
85
Southern Company
SO
$102B
| $254K | 0.31% | +3,622 | New | +$254K |
|
86
Analog Devices
ADI
$124B
| $253K | 0.31% | +1,274 | New | +$253K |
|
87
Kroger
KR
$44.9B
| $245K | 0.3% | +5,365 | New | +$245K |
|
88
Fiserv
FI
$75.1B
| $243K | 0.3% | +1,826 | New | +$243K |
|
89
Lincoln National
LNC
$8.14B
| $242K | 0.3% | +8,983 | New | +$242K |
|
90
Exxon Mobil
XOM
$487B
| $237K | 0.29% | +2,370 | New | +$237K |
|
91
Cigna
CI
$80.3B
| $233K | 0.29% | +777 | New | +$233K |
|
92
Honeywell
HON
$139B
| $217K | 0.27% | +1,035 | New | +$217K |
|
93
Illinois Tool Works
ITW
$77.1B
| $214K | 0.26% | +818 | New | +$214K |
|
94
Mondelez International
MDLZ
$79.5B
| $212K | 0.26% | +2,926 | New | +$212K |
|
95
Coca-Cola Consolidated
COKE
$10.2B
| $212K | 0.26% | +228 | New | +$212K |
|
96
Pfizer
PFE
$141B
| $211K | 0.26% | +7,324 | New | +$211K |
|
97
Eaton
ETN
$136B
| $210K | 0.26% | +872 | New | +$210K |
|
98
Bristol-Myers Squibb
BMY
$96B
| $209K | 0.26% | +4,083 | New | +$209K |
|
99
General Motors
GM
$55.8B
| $206K | 0.25% | +5,732 | New | +$206K |
|
100
Texas Instruments
TXN
$184B
| $192K | 0.24% | +1,125 | New | +$192K |
|