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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $6.08M | 7.46% | +31,585 | New | +$6.08M |
|
|
2
Microsoft
MSFT
$3.77T
| $5.22M | 6.4% | +13,872 | New | +$5.22M |
|
|
3
NVIDIA
NVDA
$4.24T
| $2.94M | 3.6% | +5,932 | New | +$2.94M |
|
|
4
Amazon
AMZN
$2.44T
| $2.76M | 3.39% | +18,179 | New | +$2.76M |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $2.11M | 2.58% | +14,957 | New | +$2.11M |
|
6
Broadcom
AVGO
$1.4T
| $1.58M | 1.94% | +1,417 | New | +$1.58M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.31M | 1.6% | +9,364 | New | +$1.31M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $1.29M | 1.58% | +3,637 | New | +$1.29M |
|
9
Visa
V
$683B
| $1.25M | 1.53% | +4,786 | New | +$1.25M |
|
10
AbbVie
ABBV
$372B
| $1.24M | 1.52% | +7,973 | New | +$1.24M |
|
11
UnitedHealth
UNH
$281B
| $1.21M | 1.49% | +2,303 | New | +$1.21M |
|
12
Tesla
TSLA
$1.08T
| $1.08M | 1.33% | +4,355 | New | +$1.08M |
|
13
PepsiCo
PEP
$204B
| $989K | 1.21% | +5,821 | New | +$989K |
|
14
Amgen
AMGN
$155B
| $934K | 1.15% | +3,243 | New | +$934K |
|
15
Salesforce
CRM
$245B
| $918K | 1.13% | +3,490 | New | +$918K |
|
16
Adobe
ADBE
$151B
| $890K | 1.09% | +1,491 | New | +$890K |
|
17
Walmart
WMT
$774B
| $838K | 1.03% | +5,313 | New | +$838K |
|
18
Caterpillar
CAT
$196B
| $829K | 1.02% | +2,805 | New | +$829K |
|
19
KLA
KLAC
$115B
| $814K | 1% | +1,400 | New | +$814K |
|
20
Johnson & Johnson
JNJ
$427B
| $770K | 0.94% | +4,912 | New | +$770K |
|
21
Merck
MRK
$210B
| $722K | 0.89% | +6,622 | New | +$722K |
|
22
JPMorgan Chase
JPM
$829B
| $692K | 0.85% | +4,070 | New | +$692K |
|
23
Automatic Data Processing
ADP
$123B
| $680K | 0.83% | +2,919 | New | +$680K |
|
24
Gilead Sciences
GILD
$140B
| $662K | 0.81% | +8,169 | New | +$662K |
|
25
Booking.com
BKNG
$181B
| $649K | 0.8% | +183 | New | +$649K |
|