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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$950K 0.08%
+15,558
252
$934K 0.08%
+3,894
253
$929K 0.08%
2,594
-1,414
254
$927K 0.08%
11,962
255
$921K 0.07%
9,247
+2,113
256
$914K 0.07%
+4,609
257
$908K 0.07%
8,799
+6,382
258
$890K 0.07%
43,558
259
$878K 0.07%
2,199
+400
260
$878K 0.07%
1,454
-639
261
$876K 0.07%
585
262
$868K 0.07%
26,833
+11,912
263
$861K 0.07%
4,171
+3,361
264
$842K 0.07%
2,997
265
$830K 0.07%
3,404
266
$829K 0.07%
10,636
267
$826K 0.07%
5,519
268
$819K 0.07%
10,183
269
$818K 0.07%
11,021
270
$792K 0.06%
6,886
+1,241
271
$791K 0.06%
4,446
+1,122
272
$788K 0.06%
1,754
273
$787K 0.06%
4,837
274
$784K 0.06%
+8,209
275
$782K 0.06%
+4,684
9 10
11
12 13