PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.46T
$110M 7.19%
587,436
-2,956
AAPL icon
2
Apple
AAPL
$3.82T
$98M 6.4%
358,725
-1,056
MSFT icon
3
Microsoft
MSFT
$3.05T
$81.2M 5.3%
167,000
-329
AMZN icon
4
Amazon
AMZN
$2.35T
$51.2M 3.35%
220,692
+757
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.64T
$41.9M 2.74%
133,254
-5,809
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.64T
$38.4M 2.51%
121,635
+1,326
AVGO icon
7
Broadcom
AVGO
$1.58T
$38.1M 2.49%
109,617
+655
META icon
8
Meta Platforms (Facebook)
META
$1.67T
$33.6M 2.2%
50,723
-702
TSLA icon
9
Tesla
TSLA
$1.52T
$28.6M 1.87%
63,269
-143
LLY icon
10
Eli Lilly
LLY
$878B
$19.6M 1.28%
18,125
+633
JPM icon
11
JPMorgan Chase
JPM
$792B
$19.5M 1.28%
60,310
+870
V icon
12
Visa
V
$615B
$14.9M 0.97%
42,211
-378
JNJ icon
13
Johnson & Johnson
JNJ
$577B
$14.1M 0.92%
67,817
-1,639
MA icon
14
Mastercard
MA
$468B
$12M 0.78%
20,862
-104
ABBV icon
15
AbbVie
ABBV
$411B
$11.6M 0.76%
50,621
-2,858
WMT icon
16
Walmart Inc
WMT
$983B
$11M 0.72%
97,998
-2,345
KO icon
17
Coca-Cola
KO
$331B
$10.7M 0.7%
152,306
-5,448
COST icon
18
Costco
COST
$436B
$10.6M 0.7%
12,287
BAC icon
19
Bank of America
BAC
$357B
$10.4M 0.68%
187,505
+9,901
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.67M 0.63%
19,147
-243
CRM icon
21
Salesforce
CRM
$186B
$9.52M 0.62%
35,749
-998
GE icon
22
GE Aerospace
GE
$343B
$9.46M 0.62%
30,562
-411
NFLX icon
23
Netflix
NFLX
$419B
$9.42M 0.62%
100,005
-10,955
LRCX icon
24
Lam Research
LRCX
$268B
$9.34M 0.61%
54,297
+3,989
PLTR icon
25
Palantir
PLTR
$365B
$9.26M 0.61%
51,834
-3,946
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