PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.43T
$109M 7.41%
590,392
+11,545
AAPL icon
2
Apple
AAPL
$4.12T
$90.9M 6.16%
359,781
+6,648
MSFT icon
3
Microsoft
MSFT
$3.59T
$86M 5.83%
167,329
+4,994
AMZN icon
4
Amazon
AMZN
$2.45T
$47.9M 3.25%
219,935
+6,255
META icon
5
Meta Platforms (Facebook)
META
$1.7T
$37.5M 2.54%
51,425
+996
AVGO icon
6
Broadcom
AVGO
$1.84T
$35.7M 2.42%
108,962
+3,978
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.88T
$33.5M 2.27%
139,063
+7,651
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.89T
$29.1M 1.97%
120,309
TSLA icon
9
Tesla
TSLA
$1.51T
$28M 1.9%
63,412
+2,316
JPM icon
10
JPMorgan Chase
JPM
$858B
$18.6M 1.26%
59,440
+886
V icon
11
Visa
V
$639B
$14.4M 0.98%
42,589
+257
LLY icon
12
Eli Lilly
LLY
$904B
$13.2M 0.9%
17,492
NFLX icon
13
Netflix
NFLX
$425B
$13.2M 0.89%
110,960
+520
JNJ icon
14
Johnson & Johnson
JNJ
$487B
$12.8M 0.87%
69,456
+4,405
ABBV icon
15
AbbVie
ABBV
$400B
$12.3M 0.83%
53,479
+1,325
MA icon
16
Mastercard
MA
$490B
$11.8M 0.8%
20,966
+1,944
COST icon
17
Costco
COST
$397B
$11.3M 0.76%
12,287
+83
ORCL icon
18
Oracle
ORCL
$620B
$10.8M 0.73%
38,683
-181
KO icon
19
Coca-Cola
KO
$301B
$10.4M 0.7%
157,754
+3,146
WMT icon
20
Walmart
WMT
$917B
$10.3M 0.7%
100,343
PLTR icon
21
Palantir
PLTR
$433B
$10.1M 0.68%
55,780
-1,011
HD icon
22
Home Depot
HD
$353B
$9.82M 0.67%
24,426
+2,043
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$9.67M 0.66%
19,390
+745
PG icon
24
Procter & Gamble
PG
$335B
$9.6M 0.65%
62,929
+509
GE icon
25
GE Aerospace
GE
$300B
$9.25M 0.63%
30,973
+367
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