PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$951K 0.08%
2,553
+91
252
$947K 0.08%
17,250
+1,461
253
$939K 0.08%
10,196
-1,731
254
$939K 0.08%
6,647
+5,888
255
$938K 0.08%
37,746
+4,502
256
$935K 0.08%
34,864
+17,414
257
$934K 0.08%
38,770
-344,747
258
$913K 0.08%
3,987
-125
259
$913K 0.08%
4,078
+813
260
$908K 0.08%
2,140
-58
261
$881K 0.07%
6,457
+47
262
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4,839
-138
263
$875K 0.07%
3,405
+40
264
$869K 0.07%
31,030
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265
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10,723
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266
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267
$851K 0.07%
16,533
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268
$839K 0.07%
11,067
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269
$838K 0.07%
3,967
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270
$832K 0.07%
14,124
-861
271
$829K 0.07%
+8,262
272
$824K 0.07%
1,550
-651
273
$813K 0.07%
25,951
-882
274
$799K 0.07%
8,408
+7,784
275
$799K 0.07%
16,667
9 10
11
12 13