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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$851K 0.08%
+29,709
227
$818K 0.08%
585
+234
228
$812K 0.08%
3,365
+3,340
229
$795K 0.07%
+11,962
230
$793K 0.07%
7,896
-30,074
231
$783K 0.07%
23,240
+15,982
232
$771K 0.07%
938
+687
233
$768K 0.07%
8,314
+793
234
$764K 0.07%
5,519
235
$759K 0.07%
10,636
+612
236
$759K 0.07%
7,134
+6,666
237
$745K 0.07%
6,988
-24
238
$739K 0.07%
2,997
+5
239
$739K 0.07%
+3,324
240
$736K 0.07%
2,535
-404
241
$732K 0.07%
5,645
+486
242
$731K 0.07%
5,175
243
$718K 0.07%
3,212
+127
244
$711K 0.07%
1,754
+1,525
245
$709K 0.07%
1,455
-54
246
$707K 0.07%
8,537
+2,934
247
$686K 0.06%
3,315
248
$679K 0.06%
1,818
249
$666K 0.06%
7,552
250
$662K 0.06%
+14,647
8 9
10
11 12