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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAE icon
251
CAE Inc
CAE
$10.6B
$1.11M 0.08%
37,904
+142
NXPI icon
252
NXP Semiconductors
NXPI
$58B
$1.1M 0.07%
4,851
NVR icon
253
NVR
NVR
$21B
$1.09M 0.07%
137
+1
APTV icon
254
Aptiv
APTV
$17.1B
$1.08M 0.07%
12,586
+77
DD icon
255
DuPont de Nemours
DD
$18B
$1.08M 0.07%
33,240
LEN icon
256
Lennar Class A
LEN
$28.8B
$1.03M 0.07%
8,257
-2,907
ELV icon
257
Elevance Health
ELV
$81.5B
$1.03M 0.07%
3,209
-2,018
DHI icon
258
D.R. Horton
DHI
$45.6B
$1.02M 0.07%
6,046
DT icon
259
Dynatrace
DT
$11.8B
$1.01M 0.07%
20,963
TWLO icon
260
Twilio
TWLO
$18.1B
$1M 0.07%
10,102
BABA icon
261
Alibaba
BABA
$398B
$998K 0.07%
5,628
STE icon
262
Steris
STE
$25.5B
$989K 0.07%
4,026
+16
ACM icon
263
Aecom
ACM
$12.7B
$985K 0.07%
7,604
GEN icon
264
Gen Digital
GEN
$15.4B
$983K 0.07%
34,883
OKTA icon
265
Okta
OKTA
$15.8B
$975K 0.07%
10,709
DECK icon
266
Deckers Outdoor
DECK
$14.6B
$963K 0.07%
9,574
+39
DXCM icon
267
DexCom
DXCM
$28B
$959K 0.07%
14,364
+44
GWW icon
268
W.W. Grainger
GWW
$49.7B
$956K 0.06%
1,011
FUTU icon
269
Futu Holdings
FUTU
$23B
$949K 0.06%
5,496
FERG icon
270
Ferguson
FERG
$49.2B
$941K 0.06%
4,220
RMD icon
271
ResMed
RMD
$37.4B
$936K 0.06%
3,446
YUM icon
272
Yum! Brands
YUM
$42.8B
$935K 0.06%
6,200
ULTA icon
273
Ulta Beauty
ULTA
$30.4B
$934K 0.06%
1,721
BN icon
274
Brookfield
BN
$103B
$922K 0.06%
20,342
-12,049
DOCU icon
275
DocuSign
DOCU
$11.2B
$918K 0.06%
12,832
+4,245
9 10
11
12 13