PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
226
Lumentum
LITE
$67.2B
| $1.33M | 0.09% |
+1,889
|
|
||
227
Celestica
CLS
$42.7B
| $1.33M | 0.09% |
4,711
-4,427
|
|
||
228
Constellation Energy
CEG
$91B
| $1.32M | 0.09% |
4,729
+14
|
|
||
229
Aecom
ACM
$9.14B
| $1.31M | 0.09% |
15,481
+7,877
|
|
||
230
Starbucks
SBUX
$109B
| $1.3M | 0.09% |
14,510
|
|
||
231
Rockwell Automation
ROK
$49.7B
| $1.28M | 0.09% |
3,556
|
|
||
232
Halliburton
HAL
$32.7B
| $1.27M | 0.09% |
32,533
+25,170
|
|
||
233
Cloudflare
NET
$88.4B
| $1.27M | 0.09% |
6,147
|
|
||
234
O'Reilly Automotive
ORLY
$74.9B
| $1.25M | 0.08% |
13,546
|
|
||
235
SBA Communications
SBAC
$22.1B
| $1.25M | 0.08% |
7,256
|
|
||
236
Kroger
KR
$39.2B
| $1.25M | 0.08% |
17,225
+877
|
|
||
237
PACCAR
PCAR
$61.4B
| $1.23M | 0.08% |
10,621
-809
|
|
||
238
Apollo Global Management
APO
$73.8B
| $1.23M | 0.08% |
10,994
+74
|
|
||
239
eBay
EBAY
$48.6B
| $1.22M | 0.08% |
13,398
+43
|
|
||
240
Xylem
XYL
$26.1B
| $1.21M | 0.08% |
10,122
|
|
||
241
General Dynamics
GD
$93.7B
| $1.2M | 0.08% |
3,506
|
|
||
242
W.W. Grainger
GWW
$61.4B
| $1.18M | 0.08% |
1,083
+72
|
|
||
243
Kenvue
KVUE
$34B
| $1.18M | 0.08% |
68,363
|
|
||
244
Cameco
CCJ
$45.1B
| $1.18M | 0.08% |
10,881
-3,435
|
|
||
245
NetApp
NTAP
$33B
| $1.17M | 0.08% |
11,404
|
|
||
246
Roper Technologies
ROP
$33.5B
| $1.16M | 0.08% |
3,270
-3,209
|
|
||
247
Aptiv
APTV
$14.5B
| $1.15M | 0.08% |
16,566
+3,980
|
|
||
248
Veeva Systems
VEEV
$28.2B
| $1.14M | 0.08% |
6,502
-63
|
|
||
249
Electronic Arts
EA
$50.9B
| $1.13M | 0.08% |
5,538
-19
|
|
||
250
Reliance Steel & Aluminium
RS
$20.1B
| $1.12M | 0.08% |
3,683
-1,582
|
|