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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.1%
5,359
227
$1.29M 0.1%
17,164
228
$1.27M 0.09%
6,750
+2,579
229
$1.27M 0.09%
20,647
230
$1.25M 0.09%
58,469
231
$1.25M 0.09%
14,483
232
$1.24M 0.09%
21,469
+13,280
233
$1.21M 0.09%
15,493
+7,890
234
$1.16M 0.09%
7,620
+7
235
$1.15M 0.08%
8,869
-2,098
236
$1.13M 0.08%
56,140
+2,337
237
$1.12M 0.08%
7,236
+1,874
238
$1.11M 0.08%
9,554
239
$1.1M 0.08%
7,835
-4,655
240
$1.1M 0.08%
5,850
-2,752
241
$1.09M 0.08%
13,060
+921
242
$1.07M 0.08%
13,485
243
$1.07M 0.08%
2,198
244
$1.07M 0.08%
3,365
245
$1.06M 0.08%
5,204
+2,994
246
$1.04M 0.08%
21,751
-37
247
$1.04M 0.08%
9,601
-7,365
248
$1.03M 0.08%
321
249
$1.03M 0.08%
35,066
+5,306
250
$1.02M 0.08%
46,257
-17,273
8 9
10
11 12