PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.06%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+10%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
215
Reduced
91
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
NVIDIA
NVDA
|
$5.26M |
| 3 |
Microsoft
MSFT
|
$4.31M |
| 4 |
Amazon
AMZN
|
$3.77M |
| 5 |
Arista Networks
ANET
|
$3.73M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.37M |
| 2 |
Devon Energy
DVN
|
$3.31M |
| 3 |
Applovin
APP
|
$3.29M |
| 4 |
Thomson Reuters
TRI
|
$1.97M |
| 5 |
Brookfield Renewable
BEPC
|
$1.85M |
Sector Composition
| 1 | Technology | 34.85% |
| 2 | Financials | 13.35% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$372B
| $4.19M | 0.31% |
55,146
-4,925
| -8% | -$374K |
|
77
Intuitive Surgical
ISRG
$170B
| $4.11M | 0.3% |
7,844
+284
| +4% | +$149K |
|
78
Illinois Tool Works
ITW
$77.1B
| $4.1M | 0.3% |
16,119
| – | – |
|
79
Baker Hughes
BKR
$44.8B
| $4.01M | 0.3% |
97,487
-29,159
| -23% | -$1.2M |
|
80
Amphenol
APH
$133B
| $4.01M | 0.29% |
57,527
+26,332
| +84% | +$1.84M |
|
81
Lam Research
LRCX
$127B
| $3.96M | 0.29% |
54,685
+49,119
| +882% | +$3.56M |
|
82
GE Vernova
GEV
$167B
| $3.88M | 0.29% |
11,753
+10,448
| +801% | +$3.45M |
|
83
Ecolab
ECL
$78.6B
| $3.82M | 0.28% |
16,245
| – | – |
|
84
Ameriprise Financial
AMP
$48.5B
| $3.74M | 0.27% |
6,992
| – | – |
|
85
Canadian Imperial Bank of Commerce
CM
$71.8B
| $3.73M | 0.27% |
58,712
+5,769
| +11% | +$366K |
|
86
T-Mobile US
TMUS
$284B
| $3.71M | 0.27% |
16,742
+2,478
| +17% | +$549K |
|
87
CME Group
CME
$96B
| $3.7M | 0.27% |
15,860
+470
| +3% | +$110K |
|
88
S&P Global
SPGI
$167B
| $3.69M | 0.27% |
7,386
+1,347
| +22% | +$673K |
|
89
Simon Property Group
SPG
$59B
| $3.61M | 0.27% |
20,892
+3,936
| +23% | +$680K |
|
90
Edison International
EIX
$21.6B
| $3.53M | 0.26% |
44,024
+381
| +0.9% | +$30.5K |
|
91
AT&T
T
$209B
| $3.4M | 0.25% |
148,972
-27,306
| -15% | -$624K |
|
92
UBS Group
UBS
$128B
| $3.3M | 0.24% |
107,490
+4,220
| +4% | +$130K |
|
93
Invitation Homes
INVH
$19.2B
| $3.29M | 0.24% |
102,617
| – | – |
|
94
Prologis
PLD
$106B
| $3.22M | 0.24% |
30,333
| – | – |
|
95
Eversource Energy
ES
$23.8B
| $3.21M | 0.24% |
55,724
+404
| +0.7% | +$23.3K |
|
96
IBM
IBM
$227B
| $3.19M | 0.23% |
14,461
+543
| +4% | +$120K |
|
97
Medtronic
MDT
$119B
| $3.14M | 0.23% |
39,156
+1,085
| +3% | +$87K |
|
98
Schlumberger
SLB
$55B
| $3.13M | 0.23% |
81,296
| – | – |
|
99
Mondelez International
MDLZ
$79.5B
| $3.09M | 0.23% |
51,595
+1,678
| +3% | +$101K |
|
100
Prudential Financial
PRU
$38.6B
| $3.09M | 0.23% |
25,947
+24
| +0.1% | +$2.86K |
|