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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.02M 0.07%
17,712
+14,213
252
$1M 0.07%
30,667
-1,405
253
$988K 0.07%
6,886
254
$988K 0.07%
13,744
255
$983K 0.07%
7,485
-2,035
256
$972K 0.07%
7,333
257
$968K 0.07%
4,749
+1,701
258
$968K 0.07%
10,454
+6,768
259
$965K 0.07%
45,055
+1,497
260
$950K 0.07%
4,412
-272
261
$948K 0.07%
11,962
262
$934K 0.07%
2,252
+819
263
$927K 0.07%
6,410
+285
264
$898K 0.07%
16,667
+13,379
265
$898K 0.07%
+95,864
266
$891K 0.07%
4,977
-542
267
$889K 0.07%
1,454
268
$872K 0.06%
11,021
269
$870K 0.06%
14,985
+10,529
270
$848K 0.06%
4,112
271
$847K 0.06%
2,462
+1,360
272
$847K 0.06%
3,265
+2,317
273
$846K 0.06%
+33,244
274
$845K 0.06%
11,012
+376
275
$839K 0.06%
9,738
+939
9 10
11
12 13