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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.09%
11,164
+6,710
227
$1.22M 0.09%
3,640
-327
228
$1.21M 0.09%
7,494
+4
229
$1.21M 0.09%
13,485
230
$1.21M 0.09%
11,404
+5
231
$1.19M 0.09%
16,098
+3
232
$1.19M 0.09%
321
233
$1.18M 0.09%
3,556
+3,550
234
$1.17M 0.09%
+9,315
235
$1.16M 0.09%
40,000
+1,230
236
$1.16M 0.09%
25,678
+22
237
$1.15M 0.09%
20,963
+15,600
238
$1.15M 0.09%
7,034
239
$1.14M 0.09%
2,794
+241
240
$1.13M 0.09%
20,928
+11
241
$1.12M 0.08%
3,198
-969
242
$1.11M 0.08%
13,827
+8,462
243
$1.11M 0.08%
1,999
+1,427
244
$1.11M 0.08%
7,611
-351
245
$1.1M 0.08%
37,762
+16
246
$1.08M 0.08%
11,381
-6,636
247
$1.07M 0.08%
10,709
-18
248
$1.06M 0.08%
8,660
-1,536
249
$1.06M 0.08%
4,851
-143
250
$1.05M 0.08%
1,011
+1
8 9
10
11 12