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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.03M 0.08%
5,346
+1
252
$1.02M 0.08%
34,883
+19
253
$1.02M 0.08%
10,726
+3
254
$1.02M 0.08%
6,461
+4
255
$1.01M 0.08%
5,357
+2,507
256
$1M 0.08%
136
-84
257
$992K 0.07%
6,653
+6
258
$987K 0.07%
5,061
+1,979
259
$979K 0.07%
9,535
-419
260
$972K 0.07%
7,644
-25
261
$960K 0.07%
4,010
+23
262
$950K 0.07%
33,240
+30,922
263
$938K 0.07%
44,994
+1,829
264
$928K 0.07%
25,965
+14
265
$927K 0.07%
3,918
+2
266
$921K 0.07%
2,288
+148
267
$921K 0.07%
6,316
-1,208
268
$921K 0.07%
5,911
+345
269
$921K 0.07%
16,812
+7,410
270
$917K 0.07%
16,679
+12
271
$916K 0.07%
4,220
-389
272
$915K 0.07%
6,200
+5,973
273
$908K 0.07%
10,156
-10,583
274
$907K 0.07%
21,182
+4,383
275
$901K 0.07%
12,349
+6,781
9 10
11
12 13