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
LEN icon
226
Lennar Class A
LEN
$32.4B
$1.23M 0.09%
11,164
+6,710
CVNA icon
227
Carvana
CVNA
$45.1B
$1.22M 0.09%
3,640
-327
STZ icon
228
Constellation Brands
STZ
$24.5B
$1.21M 0.09%
7,494
+4
ORLY icon
229
O'Reilly Automotive
ORLY
$85.9B
$1.21M 0.09%
13,485
NTAP icon
230
NetApp
NTAP
$23.3B
$1.21M 0.09%
11,404
+5
EBAY icon
231
eBay
EBAY
$43.6B
$1.19M 0.09%
16,098
+3
AZO icon
232
AutoZone
AZO
$66.6B
$1.19M 0.09%
321
ROK icon
233
Rockwell Automation
ROK
$39.4B
$1.18M 0.09%
3,556
+3,550
SUI icon
234
Sun Communities
SUI
$15.7B
$1.17M 0.09%
+9,315
DB icon
235
Deutsche Bank
DB
$63.9B
$1.16M 0.09%
40,000
+1,230
USB icon
236
US Bancorp
USB
$73.6B
$1.16M 0.09%
25,678
+22
DT icon
237
Dynatrace
DT
$14.9B
$1.15M 0.09%
20,963
+15,600
FNV icon
238
Franco-Nevada
FNV
$36.6B
$1.15M 0.09%
7,034
CHTR icon
239
Charter Communications
CHTR
$33.5B
$1.14M 0.09%
2,794
+241
CNC icon
240
Centene
CNC
$17.7B
$1.13M 0.09%
20,928
+11
TPL icon
241
Texas Pacific Land
TPL
$21.3B
$1.12M 0.08%
1,066
-323
EL icon
242
Estee Lauder
EL
$35.5B
$1.11M 0.08%
13,827
+8,462
HUBS icon
243
HubSpot
HUBS
$24.7B
$1.11M 0.08%
1,999
+1,427
RTX icon
244
RTX Corp
RTX
$238B
$1.11M 0.08%
7,611
-351
CAE icon
245
CAE Inc
CAE
$9.04B
$1.1M 0.08%
37,762
+16
PCAR icon
246
PACCAR
PCAR
$52.4B
$1.08M 0.08%
11,381
-6,636
OKTA icon
247
Okta
OKTA
$15.3B
$1.07M 0.08%
10,709
-18
DELL icon
248
Dell
DELL
$101B
$1.06M 0.08%
8,660
-1,536
NXPI icon
249
NXP Semiconductors
NXPI
$54.7B
$1.06M 0.08%
4,851
-143
GWW icon
250
W.W. Grainger
GWW
$46.3B
$1.05M 0.08%
1,011
+1
8 9
10
11 12