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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
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
RBLX icon
251
Roblox
RBLX
$44.3B
$1.11M 0.07%
13,661
-729
F icon
252
Ford
F
$47.8B
$1.11M 0.07%
83,870
+19,018
VICI icon
253
VICI Properties
VICI
$31.3B
$1.09M 0.07%
38,575
NXPI icon
254
NXP Semiconductors
NXPI
$50.6B
$1.05M 0.07%
4,835
-16
HOOD icon
255
Robinhood
HOOD
$69.4B
$1.05M 0.07%
9,262
-8,370
ULTA icon
256
Ulta Beauty
ULTA
$27.8B
$1.05M 0.07%
1,721
HUBS icon
257
HubSpot
HUBS
$15B
$1.04M 0.07%
2,587
-121
FLUT icon
258
Flutter Entertainment
FLUT
$19B
$1.04M 0.07%
4,822
KR icon
259
Kroger
KR
$47.2B
$1.03M 0.07%
16,348
-6,691
STE icon
260
Steris
STE
$21.9B
$1.03M 0.07%
4,026
GWW icon
261
W.W. Grainger
GWW
$51.8B
$1.03M 0.07%
1,011
ELV icon
262
Elevance Health
ELV
$61.1B
$1.03M 0.07%
2,910
-299
CNC icon
263
Centene
CNC
$21.1B
$1.02M 0.07%
24,715
+9,844
NVR icon
264
NVR
NVR
$18.9B
$1M 0.07%
137
DECK icon
265
Deckers Outdoor
DECK
$14.4B
$997K 0.07%
9,574
EL icon
266
Estee Lauder
EL
$32.3B
$967K 0.06%
9,194
APTV icon
267
Aptiv
APTV
$15.3B
$962K 0.06%
12,586
DXCM icon
268
DexCom
DXCM
$26B
$958K 0.06%
14,364
FTV icon
269
Fortive
FTV
$17.1B
$955K 0.06%
17,222
ATO icon
270
Atmos Energy
ATO
$30.5B
$955K 0.06%
+5,672
GEN icon
271
Gen Digital
GEN
$13.5B
$953K 0.06%
34,883
JBL icon
272
Jabil
JBL
$25.3B
$952K 0.06%
4,156
-5,266
FUTU icon
273
Futu Holdings
FUTU
$19.6B
$951K 0.06%
5,765
+269
CHTR icon
274
Charter Communications
CHTR
$28.2B
$946K 0.06%
4,508
+367
MPWR icon
275
Monolithic Power Systems
MPWR
$50.6B
$944K 0.06%
1,037
-368
9 10
11
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