PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.06%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+10%)
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
215
Reduced
91
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
NVIDIA
NVDA
|
$5.26M |
| 3 |
Microsoft
MSFT
|
$4.31M |
| 4 |
Amazon
AMZN
|
$3.77M |
| 5 |
Arista Networks
ANET
|
$3.73M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.37M |
| 2 |
Devon Energy
DVN
|
$3.31M |
| 3 |
Applovin
APP
|
$3.29M |
| 4 |
Thomson Reuters
TRI
|
$1.97M |
| 5 |
Brookfield Renewable
BEPC
|
$1.85M |
Sector Composition
| 1 | Technology | 34.85% |
| 2 | Financials | 13.35% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Boston Scientific
BSX
$156B
| $1.71M | 0.13% |
19,070
+319
| +2% | +$28.6K |
|
177
Emcor
EME
$27.8B
| $1.7M | 0.13% |
3,739
+898
| +32% | +$409K |
|
178
T Rowe Price
TROW
$23.6B
| $1.67M | 0.12% |
14,743
-129
| -0.9% | -$14.6K |
|
179
Constellation Brands
STZ
$28.5B
| $1.66M | 0.12% |
7,475
+338
| +5% | +$75K |
|
180
PNC Financial Services
PNC
$81.7B
| $1.66M | 0.12% |
8,559
| – | – |
|
181
Airbnb
ABNB
$79.9B
| $1.63M | 0.12% |
12,395
+3,290
| +36% | +$434K |
|
182
Mercado Libre
MELI
$125B
| $1.63M | 0.12% |
955
-441
| -32% | -$753K |
|
183
M&T Bank
MTB
$31.5B
| $1.63M | 0.12% |
8,623
+8,455
| +5,033% | +$1.6M |
|
184
Charles Schwab
SCHW
$174B
| $1.61M | 0.12% |
21,613
+844
| +4% | +$62.7K |
|
185
TSMC
TSM
$1.2T
| $1.59M | 0.12% |
+8,000
| New | +$1.59M |
|
186
Chipotle Mexican Grill
CMG
$56.5B
| $1.54M | 0.11% |
25,505
+8,671
| +52% | +$525K |
|
187
Allstate
ALL
$53.6B
| $1.52M | 0.11% |
7,859
| – | – |
|
188
Ford
F
$46.8B
| $1.52M | 0.11% |
152,999
+32,863
| +27% | +$327K |
|
189
HCA Healthcare
HCA
$94.5B
| $1.51M | 0.11% |
5,028
+258
| +5% | +$77.7K |
|
190
SBA Communications
SBAC
$22B
| $1.51M | 0.11% |
7,399
| – | – |
|
191
DoorDash
DASH
$105B
| $1.51M | 0.11% |
8,946
+174
| +2% | +$29.3K |
|
192
Neurocrine Biosciences
NBIX
$13.8B
| $1.49M | 0.11% |
10,844
-129
| -1% | -$17.7K |
|
193
Lockheed Martin
LMT
$106B
| $1.49M | 0.11% |
3,045
+1,193
| +64% | +$582K |
|
194
Jones Lang LaSalle
JLL
$14.5B
| $1.48M | 0.11% |
5,843
+3,798
| +186% | +$965K |
|
195
TransDigm Group
TDG
$78.8B
| $1.48M | 0.11% |
1,160
+177
| +18% | +$225K |
|
196
Texas Pacific Land
TPL
$21.5B
| $1.46M | 0.11% |
+1,312
| New | +$1.46M |
|
197
Emerson Electric
EMR
$74.3B
| $1.46M | 0.11% |
11,707
| – | – |
|
198
Deere & Co
DE
$129B
| $1.45M | 0.11% |
3,415
-5
| -0.1% | -$2.13K |
|
199
FirstService
FSV
$9.17B
| $1.44M | 0.11% |
7,949
| – | – |
|
200
GoDaddy
GDDY
$20.5B
| $1.43M | 0.11% |
7,209
+730
| +11% | +$145K |
|