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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$615K 0.06%
3,315
+2,971
252
$609K 0.06%
+6,952
253
$604K 0.06%
2,072
+2,066
254
$593K 0.06%
10,379
+5,014
255
$590K 0.06%
+2,879
256
$568K 0.06%
5,875
+5,408
257
$567K 0.06%
5,359
+5,201
258
$552K 0.06%
+1,329
259
$550K 0.06%
2,468
+2,465
260
$548K 0.06%
8,389
+7,097
261
$543K 0.06%
5,603
+5,041
262
$530K 0.05%
4,739
+4,656
263
$524K 0.05%
+8,657
264
$524K 0.05%
+9,197
265
$519K 0.05%
25,100
+24,391
266
$517K 0.05%
5,993
+5,959
267
$505K 0.05%
10,345
+9,625
268
$484K 0.05%
1,064
+422
269
$467K 0.05%
351
+324
270
$450K 0.05%
4,784
+2,856
271
$429K 0.04%
4,521
+4,339
272
$428K 0.04%
3,207
+3,089
273
$423K 0.04%
+9,108
274
$423K 0.04%
1,718
275
$418K 0.04%
4,662
-911
9 10
11
12 13