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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.09%
32,072
-37,577
227
$1.14M 0.09%
7,613
228
$1.14M 0.09%
+63,530
229
$1.12M 0.09%
4,246
230
$1.11M 0.09%
2,198
231
$1.11M 0.09%
16,966
232
$1.09M 0.09%
+12,139
233
$1.08M 0.09%
38,310
234
$1.08M 0.09%
1,043
235
$1.08M 0.09%
1,852
+734
236
$1.05M 0.09%
+3,878
237
$1.04M 0.08%
13,744
+17
238
$1.03M 0.08%
13,485
239
$1.01M 0.08%
6,479
240
$1.01M 0.08%
21,059
-2,181
241
$1.01M 0.08%
321
-49
242
$1M 0.08%
3,365
+3,360
243
$997K 0.08%
6,125
244
$996K 0.08%
4,112
245
$995K 0.08%
21,788
246
$990K 0.08%
29,760
+51
247
$978K 0.08%
1,059
+121
248
$972K 0.08%
4,108
249
$969K 0.08%
16,834
+548
250
$951K 0.08%
6,633
-2,312
8 9
10
11 12