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 | |
|---|---|---|---|---|---|---|
151
Global Payments
GPN
$21.1B
| $108K | 0.13% |
+850
| New | +$108K |
|
152
DocuSign
DOCU
$15B
| $107K | 0.13% |
+1,801
| New | +$107K |
|
153
Truist Financial
TFC
$59.9B
| $105K | 0.13% |
+2,856
| New | +$105K |
|
154
ConocoPhillips
COP
$124B
| $104K | 0.13% |
+900
| New | +$104K |
|
155
Arthur J. Gallagher & Co
AJG
$77.6B
| $102K | 0.13% |
+454
| New | +$102K |
|
156
Monster Beverage
MNST
$61.2B
| $101K | 0.12% |
+1,761
| New | +$101K |
|
157
Crown Castle
CCI
$42.7B
| $101K | 0.12% |
+875
| New | +$101K |
|
158
HubSpot
HUBS
$24.8B
| $98.1K | 0.12% |
+169
| New | +$98.1K |
|
159
CBRE Group
CBRE
$47.5B
| $97.1K | 0.12% |
+1,043
| New | +$97.1K |
|
160
Marvell Technology
MRVL
$55.7B
| $97K | 0.12% |
+1,608
| New | +$97K |
|
161
Zoom
ZM
$24.5B
| $92.9K | 0.11% |
+1,292
| New | +$92.9K |
|
162
Nucor
NUE
$33.6B
| $92.8K | 0.11% |
+533
| New | +$92.8K |
|
163
Newmont
NEM
$83.3B
| $92K | 0.11% |
+2,222
| New | +$92K |
|
164
Autodesk
ADSK
$68.3B
| $91.5K | 0.11% |
+376
| New | +$91.5K |
|
165
Extra Space Storage
EXR
$29.9B
| $90.1K | 0.11% |
+562
| New | +$90.1K |
|
166
Roper Technologies
ROP
$55.9B
| $90K | 0.11% |
+165
| New | +$90K |
|
167
Boston Scientific
BSX
$158B
| $90K | 0.11% |
+1,556
| New | +$90K |
|
168
Hershey
HSY
$37.7B
| $89.1K | 0.11% |
+478
| New | +$89.1K |
|
169
Brookfield Renewable
BEPC
$5.94B
| $88.8K | 0.11% |
+3,069
| New | +$88.8K |
|
170
General Mills
GIS
$26.4B
| $88.3K | 0.11% |
+1,355
| New | +$88.3K |
|
171
Intercontinental Exchange
ICE
$100B
| $87.2K | 0.11% |
+679
| New | +$87.2K |
|
172
Otis Worldwide
OTIS
$33.7B
| $87.1K | 0.11% |
+973
| New | +$87.1K |
|
173
MongoDB
MDB
$26B
| $86.7K | 0.11% |
+212
| New | +$86.7K |
|
174
Charter Communications
CHTR
$36.1B
| $85.1K | 0.1% |
+219
| New | +$85.1K |
|
175
Humana
HUM
$37.3B
| $84.7K | 0.1% |
+185
| New | +$84.7K |
|