PIM
Plato Investment Management Portfolio holdings
AUM $1.19B
AUM
$1.19B
AUM Growth
-$174M (-13%)
Cap. Flow
-$110M
Cap. Flow % of AUM
-9.25%
Top 10 Holdings %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
| 1 | Technology | 32.14% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Communication Services | 9.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.33M | 0.11% | 7,940 -9 | -0.1% | -$1.51K | |||
| $1.31M | 0.11% | 1,100 +5 | +0.5% | +$5.97K | |||
| $1.31M | 0.11% | 7,880 -208 | -3% | -$34.6K | |||
| $1.31M | 0.11% | 3,087 +835 | +37% | +$354K | |||
| $1.31M | 0.11% | 11,787 +80 | +0.7% | +$8.87K | |||
| $1.3M | 0.11% | 899 | – | – | |||
| $1.3M | 0.11% | 13,009 +48 | +0.4% | +$4.79K | |||
| $1.28M | 0.11% | 6,182 -5,838 | -49% | -$1.21M | |||
| $1.28M | 0.11% | 20,917 -1,089 | -5% | -$66.8K | |||
| $1.28M | 0.11% | 49,999 +45,126 | +926% | +$1.15M | |||
| $1.27M | 0.11% | 17,218 +54 | +0.3% | +$4K | |||
| $1.27M | 0.11% | 4,659 -888 | -16% | -$242K | |||
| $1.27M | 0.11% | 24,997 -508 | -2% | -$25.8K | |||
| $1.27M | 0.11% | 2,001 -717 | -26% | -$454K | |||
| $1.25M | 0.11% | 8,419 -450 | -5% | -$66.8K | |||
| $1.25M | 0.1% | 12,809 -1,165 | -8% | -$113K | |||
| $1.24M | 0.1% | 13,387 -1,356 | -9% | -$126K | |||
| $1.24M | 0.1% | 321 | – | – | |||
| $1.21M | 0.1% | 9,192 +2,141 | +30% | +$282K | |||
| $1.21M | 0.1% | 52,596 -3,544 | -6% | -$81.4K | |||
| $1.19M | 0.1% | 6,835 +3,722 | +120% | +$648K | |||
| $1.19M | 0.1% | 3,481 -2,179 | -39% | -$744K | |||
| $1.19M | 0.1% | 42,082 +29,561 | +236% | +$834K | |||
| $1.18M | 0.1% | 6,479 -730 | -10% | -$133K | |||
| $1.15M | 0.1% | 9,554 | – | – |
