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
$2.3M0.19% 5,223
-414
-7%
-$182K
$2.29M0.19% 18,974
+6,579
+53%
+$794K
$2.28M0.19% 20,214
-5,733
-22%
-$647K
$2.22M0.19% 3,878
-521
-12%
-$298K
$2.21M0.19% 12,082
+560
+5%
+$103K
$2.19M0.18% 3,732
-53
-1%
-$31.1K
$2.18M0.18% 16,523
-3,276
-17%
-$433K
$2.17M0.18% 45,735
-1,781
-4%
-$84.7K
$2.16M0.18% 3,510––
$2.15M0.18% 21,131
+2,061
+11%
+$210K
$2.15M0.18% 23,719
-6,761
-22%
-$612K
$2.13M0.18% 4,908
-131
-3%
-$56.8K
$2.12M0.18% 19,206
-4,985
-21%
-$551K
$2.11M0.18% 6,580
-217
-3%
-$69.4K
$2.08M0.18% 11,456
+4,706
+70%
+$855K
$2.08M0.18% 6,811
-38
-0.6%
-$11.6K
$2.07M0.17% 32,581
+122
+0.4%
+$7.76K
$2.07M0.17% 17,049
+594
+4%
+$72.2K
$2.06M0.17% 16,453
-2,005
-11%
-$251K
$2.06M0.17% 17,589
+42
+0.2%
+$4.91K
$2.05M0.17% 1,038
+83
+9%
+$164K
$1.99M0.17% 24,468
-215
-0.9%
-$17.4K
$1.97M0.17% 7,675
-1,330
-15%
-$342K
$1.97M0.17% 31,614
-6,607
-17%
-$411K
$1.93M0.16% 32,690
+126
+0.4%
+$7.45K
1 4567826