PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKE icon
251
Buckle
BKE
$2.31B
$1.09M 0.07%
21,693
-126
MFC icon
252
Manulife Financial
MFC
$64.6B
$1.08M 0.07%
31,413
-15
LMT icon
253
Lockheed Martin
LMT
$121B
$1.08M 0.07%
1,782
+652
CTAS icon
254
Cintas
CTAS
$72B
$1.06M 0.07%
6,282
ATO icon
255
Atmos Energy
ATO
$28.4B
$1.06M 0.07%
5,732
+60
VICI icon
256
VICI Properties
VICI
$30B
$1.05M 0.07%
38,575
CTSH icon
257
Cognizant
CTSH
$25.2B
$1.05M 0.07%
17,156
DG icon
258
Dollar General
DG
$22.9B
$1.04M 0.07%
8,795
-508
HEI.A icon
259
HEICO Corp Class A
HEI.A
$34B
$1.02M 0.07%
4,832
KHC icon
260
Kraft Heinz
KHC
$26.8B
$1.02M 0.07%
45,295
-16,757
BBY icon
261
Best Buy
BBY
$15.1B
$1.02M 0.07%
15,861
+7,651
CMG icon
262
Chipotle Mexican Grill
CMG
$37.6B
$1.02M 0.07%
31,801
-4,800
DVN icon
263
Devon Energy
DVN
$51.1B
$1M 0.07%
19,910
LDOS icon
264
Leidos
LDOS
$15.7B
$1M 0.07%
6,435
-26
JBL icon
265
Jabil
JBL
$37.3B
$1M 0.07%
3,763
-393
COR icon
266
Cencora
COR
$53.5B
$996K 0.07%
3,168
+1,102
DECK icon
267
Deckers Outdoor
DECK
$15B
$990K 0.07%
9,884
+310
FERG icon
268
Ferguson
FERG
$44.5B
$985K 0.07%
4,220
CHTR icon
269
Charter Communications
CHTR
$16.2B
$980K 0.07%
4,536
+28
PNFP icon
270
Pinnacle Financial Partners Inc
PNFP
$14.6B
$977K 0.07%
+11,339
GIB icon
271
CGI
GIB
$14.1B
$977K 0.07%
13,406
NXPI icon
272
NXP Semiconductors
NXPI
$74.7B
$952K 0.06%
4,835
TWLO icon
273
Twilio
TWLO
$34.3B
$942K 0.06%
7,484
-952
NVMI
274
Nova
NVMI
$15.1B
$922K 0.06%
+2,147
BIIB icon
275
Biogen
BIIB
$28.8B
$906K 0.06%
4,939
9 10
11
12 13