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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$660K 0.06%
4,837
+3,355
252
$658K 0.06%
14,921
+6,266
253
$652K 0.06%
3,404
+220
254
$647K 0.06%
13,036
255
$647K 0.06%
384
256
$642K 0.06%
10,183
-16,198
257
$642K 0.06%
7,847
258
$627K 0.06%
17,174
259
$622K 0.06%
6,952
260
$622K 0.06%
4,795
+3,133
261
$620K 0.06%
8,289
262
$616K 0.06%
50,932
+50,919
263
$607K 0.06%
18,854
+17,029
264
$570K 0.05%
2,072
265
$567K 0.05%
2,879
266
$565K 0.05%
25,267
267
$561K 0.05%
4,053
-734
268
$561K 0.05%
8,408
269
$558K 0.05%
9,197
270
$538K 0.05%
8,657
271
$533K 0.05%
28,328
+16,044
272
$529K 0.05%
+1,799
273
$522K 0.05%
1,118
+54
274
$518K 0.05%
1,743
+1,741
275
$502K 0.05%
5,359
9 10
11
12 13