PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$110M
Cap. Flow % of AUM
-9.25%
Top 10 Holdings %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
| 1 | Technology | 32.14% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Communication Services | 9.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.91M | 0.16% | 6,031 +39 | +0.7% | +$12.4K | |||
| $1.9M | 0.16% | 4,711 -1,415 | -23% | -$571K | |||
| $1.9M | 0.16% | 49,658 | – | – | |||
| $1.88M | 0.16% | 10,880 +1,251 | +13% | +$216K | |||
| $1.86M | 0.16% | 10,699 +31 | +0.3% | +$5.39K | |||
| $1.86M | 0.16% | 1,389 +77 | +6% | +$103K | |||
| $1.8M | 0.15% | 28,075 -185 | -0.7% | -$11.9K | |||
| $1.8M | 0.15% | 27,303 -476 | -2% | -$31.4K | |||
| $1.78M | 0.15% | 8,418 +314 | +4% | +$66.4K | |||
| $1.78M | 0.15% | 12,454 +136 | +1% | +$19.4K | |||
| $1.77M | 0.15% | 18,017 -2,880 | -14% | -$283K | |||
| $1.77M | 0.15% | 5,858 -324 | -5% | -$98K | |||
| $1.77M | 0.15% | 17,377 -5,051 | -23% | -$514K | |||
| $1.76M | 0.15% | 7,465 -303 | -4% | -$71.4K | |||
| $1.76M | 0.15% | 9,512 +566 | +6% | +$105K | |||
| $1.75M | 0.15% | 20,739 +7,679 | +59% | +$648K | |||
| $1.72M | 0.15% | 16,653 | – | – | |||
| $1.71M | 0.14% | 21,814 -3,423 | -14% | -$268K | |||
| $1.65M | 0.14% | 9,698 | New | +$1.65M | |||
| $1.63M | 0.14% | 1,163 +3 | +0.3% | +$4.2K | |||
| $1.62M | 0.14% | 3,425 +10 | +0.3% | +$4.74K | |||
| $1.61M | 0.14% | 7,255 -144 | -2% | -$32K | |||
| $1.61M | 0.14% | 220 -28 | -11% | -$205K | |||
| $1.56M | 0.13% | 29,134 -7,886 | -21% | -$422K | |||
| $1.56M | 0.13% | 14,773 -6,241 | -30% | -$658K |
