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 | |
|---|---|---|---|---|---|---|
176
HP
HPQ
$27B
| $84.6K | 0.1% |
+2,811
| New | +$84.6K |
|
177
Chewy
CHWY
$16.3B
| $84K | 0.1% |
+3,554
| New | +$84K |
|
178
Veeva Systems
VEEV
$44.1B
| $81.1K | 0.1% |
+421
| New | +$81.1K |
|
179
Valero Energy
VLO
$47.9B
| $79K | 0.1% |
+608
| New | +$79K |
|
180
Okta
OKTA
$15.8B
| $78.8K | 0.1% |
+870
| New | +$78.8K |
|
181
Insulet
PODD
$24.3B
| $78.5K | 0.1% |
+362
| New | +$78.5K |
|
182
Zscaler
ZS
$42.7B
| $75.8K | 0.09% |
+342
| New | +$75.8K |
|
|
JWN
183
DELISTED
Nordstrom
JWN
| $75.5K | 0.09% |
+4,092
| New | +$75.5K |
|
184
SBA Communications
SBAC
$21.7B
| $73.6K | 0.09% |
+290
| New | +$73.6K |
|
185
Trade Desk
TTD
$26.5B
| $73.2K | 0.09% |
+1,017
| New | +$73.2K |
|
186
UiPath
PATH
$5.86B
| $72.4K | 0.09% |
+2,916
| New | +$72.4K |
|
|
ETRN
187
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $72.3K | 0.09% |
+7,101
| New | +$72.3K |
|
188
Installed Building Products
IBP
$7.05B
| $71.5K | 0.09% |
+391
| New | +$71.5K |
|
189
Becton Dickinson
BDX
$53.9B
| $71.2K | 0.09% |
+292
| New | +$71.2K |
|
190
Zoetis
ZTS
$67.7B
| $71.1K | 0.09% |
+360
| New | +$71.1K |
|
191
Bank of New York Mellon
BK
$73.7B
| $69.7K | 0.09% |
+1,339
| New | +$69.7K |
|
192
Aflac
AFL
$56.4B
| $69.5K | 0.09% |
+842
| New | +$69.5K |
|
193
Phillips 66
PSX
$54B
| $69.4K | 0.09% |
+521
| New | +$69.4K |
|
194
Johnson Controls International
JCI
$69.3B
| $69.3K | 0.09% |
+1,203
| New | +$69.3K |
|
195
Emerson Electric
EMR
$73.8B
| $69.3K | 0.09% |
+712
| New | +$69.3K |
|
196
Estee Lauder
EL
$32.7B
| $68.4K | 0.08% |
+468
| New | +$68.4K |
|
197
Tri Pointe Homes
TPH
$3.06B
| $68K | 0.08% |
+1,921
| New | +$68K |
|
198
EOG Resources
EOG
$68.8B
| $67.6K | 0.08% |
+559
| New | +$67.6K |
|
199
Kraft Heinz
KHC
$30.9B
| $67.5K | 0.08% |
+1,825
| New | +$67.5K |
|
200
American International
AIG
$44.9B
| $66.3K | 0.08% |
+979
| New | +$66.3K |
|