PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.53B
AUM Growth
+$54.2M
(+3.7%)
Holding
546
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.46M | |
| 3 | +$2.42M | |
| 4 |
Comfort Systems
FIX
|
+$2.01M |
| 5 |
Logitech
LOGI
|
+$2M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$2.11M | |
| 3 | +$2.02M | |
| 4 |
Celestica
CLS
|
+$1.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 10.83% |
| 4 | Healthcare | 10.8% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Workday
WDAY
$32.7B
| $1.28M | 0.08% |
5,918
|
|
||
227
PACCAR
PCAR
$61.3B
| $1.26M | 0.08% |
11,430
|
|
||
228
Ross Stores
ROST
$73.7B
| $1.26M | 0.08% |
6,939
-705
|
|
||
229
Incyte
INCY
$19.9B
| $1.25M | 0.08% |
12,580
+3,383
|
|
||
230
CGI
GIB
$14B
| $1.25M | 0.08% |
13,406
-508
|
|
||
231
O'Reilly Automotive
ORLY
$78.9B
| $1.24M | 0.08% |
13,546
-393
|
|
||
232
Dollar General
DG
$25.6B
| $1.24M | 0.08% |
9,303
+7,112
|
|
||
233
Fortinet
FTNT
$79B
| $1.23M | 0.08% |
15,401
-667
|
|
||
234
McCormick & Company Non-Voting
MKC
$13B
| $1.23M | 0.08% |
17,945
-716
|
|
||
235
Starbucks
SBUX
$119B
| $1.23M | 0.08% |
14,510
|
|
||
236
NetApp
NTAP
$22B
| $1.23M | 0.08% |
11,404
|
|
||
237
HEICO Corp Class A
HEI.A
$31.4B
| $1.23M | 0.08% |
4,832
|
|
||
238
Cloudflare
NET
$90.7B
| $1.22M | 0.08% |
6,147
+745
|
|
||
239
Twilio
TWLO
$29.9B
| $1.21M | 0.08% |
8,436
-1,666
|
|
||
240
MongoDB
MDB
$23.6B
| $1.2M | 0.08% |
2,839
+1,152
|
|
||
241
Cintas
CTAS
$67.8B
| $1.19M | 0.08% |
6,282
|
|
||
242
General Dynamics
GD
$93.9B
| $1.19M | 0.08% |
3,506
+2,139
|
|
||
243
Kenvue
KVUE
$33.9B
| $1.19M | 0.08% |
68,363
+23,369
|
|
||
244
Texas Pacific Land
TPL
$27.5B
| $1.18M | 0.08% |
4,089
-1,293
|
|
||
245
Buckle
BKE
$2.81B
| $1.17M | 0.08% |
+21,819
|
|
||
246
Leidos
LDOS
$17B
| $1.17M | 0.08% |
6,461
|
|
||
247
eBay
EBAY
$47.3B
| $1.17M | 0.08% |
13,355
-2,743
|
|
||
248
Manulife Financial
MFC
$66.7B
| $1.15M | 0.08% |
31,428
-11,521
|
|
||
249
Old Republic International
ORI
$9.55B
| $1.14M | 0.07% |
+24,958
|
|
||
250
Electronic Arts
EA
$50.2B
| $1.14M | 0.07% |
5,557
-2,173
|
|