PIM

Plato Investment Management Portfolio holdings

AUM $1.19B
This Quarter Return
-2.39%
1 Year Return
+16.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$122M
Cap. Flow %
-10.32%
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

1Technology31.91%
2Financials13.41%
3Healthcare12.21%
4Consumer Discretionary9.94%
5Communication Services9.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.33M0.11% 7,940
-9
-0.1%
-$1.51K
$1.31M0.11% 1,100
+5
+0.5%
+$5.97K
$1.31M0.11% 7,880
-208
-3%
-$34.6K
$1.31M0.11% 3,087
+835
+37%
+$354K
$1.31M0.11% 11,787
+80
+0.7%
+$8.87K
$1.3M0.11% 899––
$1.3M0.11% 13,009
+48
+0.4%
+$4.79K
$1.28M0.11% 6,182
-5,838
-49%
-$1.21M
$1.28M0.11% 20,917
-1,089
-5%
-$66.8K
$1.28M0.11% 49,999
+45,126
+926%
+$1.15M
$1.27M0.11% 17,218
+54
+0.3%
+$4K
$1.27M0.11% 4,659
-888
-16%
-$242K
$1.27M0.11% 24,997
-508
-2%
-$25.8K
$1.27M0.11% 2,001
-717
-26%
-$454K
$1.25M0.11% 8,419
-450
-5%
-$66.8K
$1.25M0.1% 12,809
-1,165
-8%
-$113K
$1.24M0.1% 13,387
-1,356
-9%
-$126K
$1.24M0.1% 321––
$1.21M0.1% 9,192
+2,141
+30%
+$282K
$1.21M0.1% 52,596
-3,544
-6%
-$81.4K
$1.19M0.1% 6,835
+3,722
+120%
+$648K
$1.19M0.1% 3,481
-2,179
-39%
-$744K
$1.19M0.1% 42,082
+29,561
+236%
+$834K
$1.18M0.1% 6,479
-730
-10%
-$133K
$1.15M0.1% 9,554––
1 789101126