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
Cap. Flow
-$122M
Cap. Flow %
-10.32%
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

1Technology31.91%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.94%
5Communication Services9.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.82M0.24% 27,172
+25,737
+1,794%
+$2.67M
$2.82M0.24% 49,600
-9,112
-16%
-$518K
$2.78M0.23% 40,653
-1,381
-3%
-$94.6K
$2.76M0.23% 15,833
-4,374
-22%
-$763K
$2.73M0.23% 17,526
-2,785
-14%
-$434K
$2.7M0.23% 13,030
+59
+0.5%
+$12.2K
$2.69M0.23% 36,470
-6,892
-16%
-$508K
$2.68M0.23% 210,351
-84,999
-29%
-$1.08M
$2.66M0.22% 11,501
+76
+0.7%
+$17.6K
$2.64M0.22% 3,888
-1,324
-25%
-$901K
$2.6M0.22% 33,243
-6,332
-16%
-$496K
$2.56M0.22% 22,930
+210
+0.9%
+$23.5K
$2.55M0.22% 83,183
-24,307
-23%
-$746K
$2.55M0.21% 11,593
-887
-7%
-$195K
$2.49M0.21% 53,399
-7,175
-12%
-$334K
$2.45M0.21% 9,163
-4,127
-31%
-$1.11M
$2.45M0.21% 70,709
+524
+0.8%
+$18.1K
$2.44M0.21% 30,844
+9,231
+43%
+$730K
$2.44M0.21% 4,087
+51
+1%
+$30.4K
$2.43M0.21% 25,707
+177
+0.7%
+$16.8K
$2.42M0.2% 3,777
+1,116
+42%
+$715K
$2.37M0.2% 22,745––
$2.36M0.2% 13,504––
$2.31M0.19% 4,159
+1,074
+35%
+$597K
$2.3M0.19% 38,091
-833
-2%
-$50.3K
1 3456726