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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.1%
32,624
+420
227
$1.14M 0.1%
10,727
-294
228
$1.13M 0.1%
7,524
+39
229
$1.13M 0.09%
9,954
+5,205
230
$1.12M 0.09%
3,916
+487
231
$1.12M 0.09%
7,034
-7,858
232
$1.1M 0.09%
16,095
-6,201
233
$1.1M 0.09%
13,090
-1,393
234
$1.09M 0.09%
25,656
+3,905
235
$1.07M 0.09%
7,962
-12,210
236
$1.06M 0.09%
2,841
-898
237
$1.06M 0.09%
9,980
+3,843
238
$1.05M 0.09%
93,189
-2,675
239
$1.05M 0.09%
43,165
-15,304
240
$1.02M 0.09%
2,854
+824
241
$1.01M 0.09%
11,399
-814
242
$1.01M 0.09%
1,010
-899
243
$1,000K 0.08%
10,100
+499
244
$996K 0.08%
98,220
-54,779
245
$991K 0.08%
7,669
+49
246
$988K 0.08%
14,317
-1,176
247
$973K 0.08%
9,832
-2,255
248
$972K 0.08%
12,000
+38
249
$966K 0.08%
5,345
-3,278
250
$959K 0.08%
4,994
+1,100
8 9
10
11 12