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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$55M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

1
+$277K
2
+$242K
3
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$814K 0.08%
10,024
+9,961
227
$811K 0.08%
11,747
+11,403
228
$803K 0.08%
+6,125
229
$802K 0.08%
+25,634
230
$769K 0.08%
6,479
+6,227
231
$760K 0.08%
7,012
+6,554
232
$749K 0.08%
2,992
+2,918
233
$741K 0.08%
+7,552
234
$729K 0.08%
2,945
+2,653
235
$719K 0.07%
7,521
+6,826
236
$710K 0.07%
+25,267
237
$710K 0.07%
3,331
+3,042
238
$702K 0.07%
+7,847
239
$698K 0.07%
6,910
+6,680
240
$674K 0.07%
4,509
+4,346
241
$663K 0.07%
8,408
+8,380
242
$649K 0.07%
+8,289
243
$639K 0.07%
+17,174
244
$638K 0.07%
3,715
+3,640
245
$638K 0.07%
5,159
+4,864
246
$632K 0.07%
6,042
+5,172
247
$631K 0.07%
3,184
+3,180
248
$630K 0.07%
1,818
+1,633
249
$628K 0.06%
384
+356
250
$617K 0.06%
+11,893
8 9
10
11 12