PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39.5K 0.05%
+802
252
$39.2K 0.05%
+628
253
$39K 0.05%
+163
254
$39K 0.05%
+298
255
$38.8K 0.05%
+86
256
$38.4K 0.05%
+139
257
$37.5K 0.05%
+1,742
258
$37.5K 0.05%
+80
259
$37.4K 0.05%
+85
260
$37.3K 0.05%
+45
261
$36.1K 0.04%
+335
262
$35.8K 0.04%
+295
263
$35.8K 0.04%
+544
264
$35.5K 0.04%
+226
265
$35.1K 0.04%
+1,159
266
$34.6K 0.04%
+2,719
267
$34.4K 0.04%
+173
268
$33.3K 0.04%
+377
269
$33.2K 0.04%
+726
270
$33.2K 0.04%
+930
271
$32.8K 0.04%
+917
272
$32.7K 0.04%
+27
273
$32.3K 0.04%
+1,555
274
$31.2K 0.04%
+6,973
275
$31.2K 0.04%
+163
9 10
11
12 13