PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.97T
$104M 7.01%
598,154
+10,718
AAPL icon
2
Apple
AAPL
$4.51T
$92.8M 6.23%
365,355
+6,630
MSFT icon
3
Microsoft
MSFT
$3.1T
$63.2M 4.25%
170,727
+3,727
AMZN icon
4
Amazon
AMZN
$2.65T
$47.6M 3.19%
228,191
+7,499
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.46T
$39.4M 2.65%
137,106
+3,852
AVGO icon
6
Broadcom
AVGO
$1.83T
$35.8M 2.4%
115,492
+5,875
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.43T
$35.2M 2.37%
122,805
+1,170
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$29.1M 1.95%
50,817
+94
TSLA icon
9
Tesla
TSLA
$1.47T
$23.6M 1.58%
63,353
+84
LLY icon
10
Eli Lilly
LLY
$1.01T
$19.1M 1.29%
20,799
+2,674
JPM icon
11
JPMorgan Chase
JPM
$837B
$18.1M 1.21%
61,411
+1,101
JNJ icon
12
Johnson & Johnson
JNJ
$560B
$17M 1.14%
69,673
+1,856
V icon
13
Visa
V
$615B
$13.1M 0.88%
43,383
+1,172
XOM icon
14
Exxon Mobil
XOM
$621B
$12.6M 0.85%
74,305
+604
COST icon
15
Costco
COST
$431B
$12.5M 0.84%
12,533
+246
ABBV icon
16
AbbVie
ABBV
$401B
$12.3M 0.82%
56,432
+5,811
WMT icon
17
Walmart Inc
WMT
$946B
$12.2M 0.82%
97,998
MA icon
18
Mastercard
MA
$434B
$10.8M 0.73%
21,641
+779
KO icon
19
Coca-Cola
KO
$342B
$10.6M 0.71%
139,650
-12,656
MU icon
20
Micron Technology
MU
$974B
$10.5M 0.71%
31,198
+3,181
LRCX icon
21
Lam Research
LRCX
$379B
$10.3M 0.69%
48,095
-6,202
CAT icon
22
Caterpillar
CAT
$417B
$9.97M 0.67%
14,070
+271
PEP icon
23
PepsiCo
PEP
$194B
$9.94M 0.67%
63,981
+1,595
NFLX icon
24
Netflix
NFLX
$346B
$9.75M 0.65%
101,340
+1,335
PG icon
25
Procter & Gamble
PG
$341B
$9.67M 0.65%
66,927
+2,949
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