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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAE icon
251
CAE Inc
CAE
$8.32B
$1.11M 0.08%
37,904
+142
NXPI icon
252
NXP Semiconductors
NXPI
$48.4B
$1.1M 0.07%
4,851
NVR icon
253
NVR
NVR
$17.9B
$1.09M 0.07%
137
+1
APTV icon
254
Aptiv
APTV
$14.3B
$1.08M 0.07%
12,586
+77
DD icon
255
DuPont de Nemours
DD
$18.5B
$1.08M 0.07%
33,240
LEN icon
256
Lennar Class A
LEN
$22.3B
$1.03M 0.07%
8,257
-2,907
ELV icon
257
Elevance Health
ELV
$63.2B
$1.03M 0.07%
3,209
-2,018
DHI icon
258
D.R. Horton
DHI
$38.9B
$1.02M 0.07%
6,046
DT icon
259
Dynatrace
DT
$10.7B
$1.01M 0.07%
20,963
TWLO icon
260
Twilio
TWLO
$18.2B
$1M 0.07%
10,102
BABA icon
261
Alibaba
BABA
$293B
$998K 0.07%
5,628
STE icon
262
Steris
STE
$21.5B
$989K 0.07%
4,026
+16
ACM icon
263
Aecom
ACM
$11B
$985K 0.07%
7,604
GEN icon
264
Gen Digital
GEN
$11.1B
$983K 0.07%
34,883
OKTA icon
265
Okta
OKTA
$13B
$975K 0.07%
10,709
DECK icon
266
Deckers Outdoor
DECK
$13.4B
$963K 0.07%
9,574
+39
DXCM icon
267
DexCom
DXCM
$24B
$959K 0.07%
14,364
+44
GWW icon
268
W.W. Grainger
GWW
$50B
$956K 0.06%
1,011
FUTU icon
269
Futu Holdings
FUTU
$18.6B
$949K 0.06%
5,496
FERG icon
270
Ferguson
FERG
$45.1B
$941K 0.06%
4,220
RMD icon
271
ResMed
RMD
$32.1B
$936K 0.06%
3,446
YUM icon
272
Yum! Brands
YUM
$42.6B
$935K 0.06%
6,200
ULTA icon
273
Ulta Beauty
ULTA
$22.3B
$934K 0.06%
1,721
BN icon
274
Brookfield
BN
$87.2B
$922K 0.06%
20,342
-12,049
DOCU
275
DocuSign
DOCU
$8.89B
$918K 0.06%
12,832
+4,245
9 10
11
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