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
$1.91M0.16% 6,031
+39
+0.7%
+$12.4K
$1.9M0.16% 4,711
-1,415
-23%
-$571K
$1.9M0.16% 49,658––
$1.88M0.16% 10,880
+1,251
+13%
+$216K
$1.86M0.16% 10,699
+31
+0.3%
+$5.39K
$1.86M0.16% 1,389
+77
+6%
+$103K
$1.8M0.15% 28,075
-185
-0.7%
-$11.9K
$1.8M0.15% 27,303
-476
-2%
-$31.4K
$1.78M0.15% 8,418
+314
+4%
+$66.4K
$1.78M0.15% 12,454
+136
+1%
+$19.4K
$1.77M0.15% 18,017
-2,880
-14%
-$283K
$1.77M0.15% 5,858
-324
-5%
-$98K
$1.77M0.15% 17,377
-5,051
-23%
-$514K
$1.76M0.15% 7,465
-303
-4%
-$71.4K
$1.76M0.15% 9,512
+566
+6%
+$105K
$1.75M0.15% 20,739
+7,679
+59%
+$648K
$1.72M0.15% 16,653––
$1.71M0.14% 21,814
-3,423
-14%
-$268K
$1.65M0.14%
+9,698
 New
+$1.65M
$1.63M0.14% 1,163
+3
+0.3%
+$4.2K
$1.62M0.14% 3,425
+10
+0.3%
+$4.74K
$1.61M0.14% 7,255
-144
-2%
-$32K
$1.61M0.14% 220
-28
-11%
-$205K
$1.56M0.13% 29,134
-7,886
-21%
-$422K
$1.56M0.13% 14,773
-6,241
-30%
-$658K
1 5678926