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
MFC icon
226
Manulife Financial
MFC
$61.9B
$1.33M 0.09%
42,949
-27
STZ icon
227
Constellation Brands
STZ
$28B
$1.32M 0.09%
9,908
+2,414
VRT icon
228
Vertiv
VRT
$67.2B
$1.32M 0.09%
8,825
+6,457
CAH icon
229
Cardinal Health
CAH
$49.4B
$1.31M 0.09%
8,437
JCI icon
230
Johnson Controls International
JCI
$70.5B
$1.31M 0.09%
12,005
SNOW icon
231
Snowflake
SNOW
$70.7B
$1.29M 0.09%
5,768
-802
MPWR icon
232
Monolithic Power Systems
MPWR
$50.5B
$1.28M 0.09%
1,405
-297
CTAS icon
233
Cintas
CTAS
$78.3B
$1.28M 0.09%
6,282
HUBS icon
234
HubSpot
HUBS
$16B
$1.26M 0.09%
2,708
+709
VICI icon
235
VICI Properties
VICI
$30.3B
$1.25M 0.08%
38,575
-2,409
MKC icon
236
McCormick & Company Non-Voting
MKC
$17.9B
$1.24M 0.08%
18,661
ROK icon
237
Rockwell Automation
ROK
$46.3B
$1.23M 0.08%
3,556
GIB icon
238
CGI
GIB
$18.9B
$1.23M 0.08%
13,914
HEI.A icon
239
HEICO Corp Class A
HEI.A
$37.6B
$1.22M 0.08%
4,832
+1,757
SBUX icon
240
Starbucks
SBUX
$107B
$1.22M 0.08%
14,510
FLUT icon
241
Flutter Entertainment
FLUT
$31.7B
$1.22M 0.08%
4,822
LDOS icon
242
Leidos
LDOS
$24.3B
$1.21M 0.08%
6,461
TFC icon
243
Truist Financial
TFC
$64.2B
$1.17M 0.08%
25,757
+4,575
ROST icon
244
Ross Stores
ROST
$61.5B
$1.16M 0.08%
7,644
USB icon
245
US Bancorp
USB
$86.2B
$1.16M 0.08%
24,088
-1,590
NET icon
246
Cloudflare
NET
$60.3B
$1.15M 0.08%
5,402
+341
RTX icon
247
RTX Corp
RTX
$264B
$1.14M 0.08%
6,877
-734
CTSH icon
248
Cognizant
CTSH
$40.7B
$1.14M 0.08%
17,091
+6,214
CHTR icon
249
Charter Communications
CHTR
$24B
$1.13M 0.08%
4,141
+1,347
PCAR icon
250
PACCAR
PCAR
$63.5B
$1.12M 0.08%
11,430
+49
8 9
10
11 12