PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
-2.39%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
+$1.19B
(-13%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-10.32%
Top 10 Holdings %
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102
Top Buys
| 1 |
Wheaton Precious Metals
WPM
|
$3.85M |
| 2 |
Advanced Micro Devices
AMD
|
$2.67M |
| 3 |
Edison International
EIX
|
$2.06M |
| 4 |
Expedia Group
EXPE
|
$1.65M |
| 5 |
Molson Coors Class B
TAP
|
$1.38M |
Top Sells
| 1 |
Apple
AAPL
|
$8.88M |
| 2 |
Deutsche Bank
DB
|
$8.3M |
| 3 |
NVIDIA
NVDA
|
$8.15M |
| 4 |
Microsoft
MSFT
|
$5.92M |
| 5 |
Broadcom
AVGO
|
$4.67M |
Sector Composition
| 1 | Technology | 31.91% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Communication Services | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cummins
CMI
$54.9B
| $1.91M | 0.16% |
6,031
+39
| +0.7% | +$12.4K |
|
152
Aon
AON
$79.1B
| $1.9M | 0.16% |
4,711
-1,415
| -23% | -$571K |
|
153
American Homes 4 Rent
AMH
$13.3B
| $1.9M | 0.16% |
49,658
| – | – |
|
154
Palo Alto Networks
PANW
$127B
| $1.88M | 0.16% |
10,880
+1,251
| +13% | +$216K |
|
155
Ametek
AME
$42.7B
| $1.86M | 0.16% |
10,699
+31
| +0.3% | +$5.39K |
|
156
Texas Pacific Land
TPL
$21.5B
| $1.86M | 0.16% |
1,389
+77
| +6% | +$103K |
|
157
Nike
NKE
$114B
| $1.8M | 0.15% |
28,075
-185
| -0.7% | -$11.9K |
|
158
PayPal
PYPL
$67.1B
| $1.8M | 0.15% |
27,303
-476
| -2% | -$31.4K |
|
159
L3Harris
LHX
$51.9B
| $1.78M | 0.15% |
8,418
+314
| +4% | +$66.4K |
|
160
TE Connectivity
TEL
$61B
| $1.78M | 0.15% |
12,454
+136
| +1% | +$19.4K |
|
161
PACCAR
PCAR
$52.5B
| $1.77M | 0.15% |
18,017
-2,880
| -14% | -$283K |
|
162
Public Storage
PSA
$51.7B
| $1.77M | 0.15% |
5,858
-324
| -5% | -$98K |
|
163
Descartes Systems
DSGX
$8.57B
| $1.77M | 0.15% |
17,377
-5,051
| -23% | -$514K |
|
164
Lowe's Companies
LOW
$145B
| $1.76M | 0.15% |
7,465
-303
| -4% | -$71.4K |
|
165
DoorDash
DASH
$105B
| $1.76M | 0.15% |
9,512
+566
| +6% | +$105K |
|
166
Logitech
LOGI
$15.3B
| $1.75M | 0.15% |
20,739
+7,679
| +59% | +$648K |
|
167
C.H. Robinson
CHRW
$15.2B
| $1.72M | 0.15% |
16,653
| – | – |
|
168
Fastenal
FAST
$57B
| $1.71M | 0.14% |
21,814
-3,423
| -14% | -$268K |
|
|
169
Expedia Group
EXPE
$26.6B
| $1.65M | 0.14% |
+9,698
| New | +$1.65M |
|
170
TransDigm Group
TDG
$78.8B
| $1.63M | 0.14% |
1,163
+3
| +0.3% | +$4.2K |
|
171
Deere & Co
DE
$129B
| $1.62M | 0.14% |
3,425
+10
| +0.3% | +$4.74K |
|
172
SBA Communications
SBAC
$22B
| $1.61M | 0.14% |
7,255
-144
| -2% | -$32K |
|
173
NVR
NVR
$22.4B
| $1.61M | 0.14% |
220
-28
| -11% | -$205K |
|
174
Synchrony
SYF
$28.4B
| $1.56M | 0.13% |
29,134
-7,886
| -21% | -$422K |
|
175
Target
TGT
$43.6B
| $1.56M | 0.13% |
14,773
-6,241
| -30% | -$658K |
|