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 | |
|---|---|---|---|---|---|---|
126
Blackrock
BLK
$172B
| $140K | 0.17% |
+172
| New | +$140K |
|
127
American Tower
AMT
$94.8B
| $138K | 0.17% |
+639
| New | +$138K |
|
128
Keurig Dr Pepper
KDP
$38.9B
| $138K | 0.17% |
+4,134
| New | +$138K |
|
129
Ecolab
ECL
$78.1B
| $137K | 0.17% |
+692
| New | +$137K |
|
130
Fortinet
FTNT
$58.1B
| $136K | 0.17% |
+2,321
| New | +$136K |
|
131
MSCI
MSCI
$43B
| $135K | 0.17% |
+239
| New | +$135K |
|
132
Boeing
BA
$179B
| $134K | 0.16% |
+514
| New | +$134K |
|
133
Citigroup
C
$173B
| $134K | 0.16% |
+2,602
| New | +$134K |
|
134
Edison International
EIX
$21.5B
| $132K | 0.16% |
+1,851
| New | +$132K |
|
135
Kohl's
KSS
$1.66B
| $128K | 0.16% |
+4,470
| New | +$128K |
|
136
Viper Energy
VNOM
$6.7B
| $124K | 0.15% |
+3,941
| New | +$124K |
|
137
Chipotle Mexican Grill
CMG
$56B
| $121K | 0.15% |
+53
| New | +$121K |
|
138
Baker Hughes
BKR
$44.6B
| $118K | 0.14% |
+3,439
| New | +$118K |
|
139
Toll Brothers
TOL
$13.4B
| $117K | 0.14% |
+1,140
| New | +$117K |
|
140
Schlumberger
SLB
$54.1B
| $117K | 0.14% |
+2,240
| New | +$117K |
|
141
Iron Mountain
IRM
$26.8B
| $116K | 0.14% |
+1,661
| New | +$116K |
|
142
Paychex
PAYX
$49.6B
| $116K | 0.14% |
+972
| New | +$116K |
|
143
MetLife
MET
$53.4B
| $115K | 0.14% |
+1,742
| New | +$115K |
|
144
ServiceNow
NOW
$187B
| $114K | 0.14% |
+162
| New | +$114K |
|
145
PPG Industries
PPG
$24.7B
| $112K | 0.14% |
+750
| New | +$112K |
|
146
PACCAR
PCAR
$52B
| $112K | 0.14% |
+1,146
| New | +$112K |
|
147
HCA Healthcare
HCA
$95.3B
| $111K | 0.14% |
+410
| New | +$111K |
|
148
Cintas
CTAS
$83.6B
| $111K | 0.14% |
+184
| New | +$111K |
|
149
Lennar Class A
LEN
$34.4B
| $110K | 0.14% |
+741
| New | +$110K |
|
150
Regeneron Pharmaceuticals
REGN
$61B
| $108K | 0.13% |
+123
| New | +$108K |
|