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

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
COIN icon
276
Coinbase
COIN
$82.3B
$898K 0.07%
2,571
-4,264
FTV icon
277
Fortive
FTV
$16.6B
$894K 0.07%
17,222
+4
RMD icon
278
ResMed
RMD
$38.9B
$886K 0.07%
3,446
+4
KMX icon
279
CarMax
KMX
$6.44B
$867K 0.07%
+12,942
ACM icon
280
Aecom
ACM
$17.2B
$855K 0.06%
7,604
+4
APTV icon
281
Aptiv
APTV
$18.4B
$850K 0.06%
12,509
+7
OKE icon
282
Oneok
OKE
$43.8B
$848K 0.06%
10,431
+2,169
CTSH icon
283
Cognizant
CTSH
$33.4B
$846K 0.06%
10,877
+9,817
SYY icon
284
Sysco
SYY
$37.6B
$836K 0.06%
11,077
+10
A icon
285
Agilent Technologies
A
$41.4B
$830K 0.06%
7,057
+1,819
ULTA icon
286
Ulta Beauty
ULTA
$23.3B
$802K 0.06%
1,721
HEI.A icon
287
HEICO Corp Class A
HEI.A
$33.9B
$793K 0.06%
3,075
GDDY icon
288
GoDaddy
GDDY
$18.3B
$791K 0.06%
4,409
-2,070
GPN icon
289
Global Payments
GPN
$20.8B
$789K 0.06%
9,896
+64
DHI icon
290
D.R. Horton
DHI
$47.2B
$777K 0.06%
6,046
+587
OMC icon
291
Omnicom Group
OMC
$15.7B
$772K 0.06%
10,769
-2,321
ESS icon
292
Essex Property Trust
ESS
$17B
$772K 0.06%
2,733
+1,060
APO icon
293
Apollo Global Management
APO
$72.4B
$768K 0.06%
5,436
+5,401
CLX icon
294
Clorox
CLX
$14.4B
$763K 0.06%
6,382
+1,545
SSNC icon
295
SS&C Technologies
SSNC
$20B
$763K 0.06%
9,248
-8,075
HPQ icon
296
HP
HPQ
$25.9B
$760K 0.06%
31,177
+147
L icon
297
Loews
L
$20.7B
$757K 0.06%
8,289
PODD icon
298
Insulet
PODD
$23.2B
$737K 0.06%
2,356
+1
LHX icon
299
L3Harris
LHX
$54.1B
$731K 0.05%
2,924
-5,494
CINF icon
300
Cincinnati Financial
CINF
$24.3B
$719K 0.05%
4,844
+1
10 11
12
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