PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.41T
$91.1M 6.85%
578,847
+9,087
MSFT icon
2
Microsoft
MSFT
$3.85T
$80.5M 6.05%
162,335
+4,949
AAPL icon
3
Apple
AAPL
$3.9T
$72.2M 5.43%
353,133
+11,295
AMZN icon
4
Amazon
AMZN
$2.37T
$46.7M 3.51%
213,680
+3,719
META icon
5
Meta Platforms (Facebook)
META
$1.84T
$37.1M 2.79%
50,429
+937
AVGO icon
6
Broadcom
AVGO
$1.62T
$28.8M 2.17%
104,984
+24,148
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.03T
$23.1M 1.73%
131,412
+3,105
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.04T
$21.3M 1.6%
120,309
+1,679
TSLA icon
9
Tesla
TSLA
$1.47T
$19.3M 1.45%
61,096
+510
JPM icon
10
JPMorgan Chase
JPM
$809B
$16.9M 1.27%
58,554
+1,391
V icon
11
Visa
V
$674B
$15M 1.13%
42,332
+378
NFLX icon
12
Netflix
NFLX
$527B
$14.7M 1.11%
11,044
+40
LLY icon
13
Eli Lilly
LLY
$717B
$13.6M 1.02%
17,492
+1,037
COST icon
14
Costco
COST
$415B
$12M 0.9%
12,204
+43
KO icon
15
Coca-Cola
KO
$307B
$10.9M 0.82%
154,608
+733
MA icon
16
Mastercard
MA
$517B
$10.7M 0.8%
19,022
+36
PG icon
17
Procter & Gamble
PG
$355B
$9.91M 0.74%
62,420
+92
JNJ icon
18
Johnson & Johnson
JNJ
$462B
$9.9M 0.74%
65,051
+4,363
WMT icon
19
Walmart
WMT
$847B
$9.78M 0.73%
100,343
+3,165
ABBV icon
20
AbbVie
ABBV
$409B
$9.65M 0.73%
52,154
+410
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.02M 0.68%
18,645
+3,880
CRM icon
22
Salesforce
CRM
$251B
$8.81M 0.66%
32,416
+5,583
ORCL icon
23
Oracle
ORCL
$784B
$8.47M 0.64%
38,864
+3,727
BKNG icon
24
Booking.com
BKNG
$171B
$8.38M 0.63%
1,452
+11
BAC icon
25
Bank of America
BAC
$378B
$8.37M 0.63%
177,604
+23,018
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