PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
276
McCormick & Company Non-Voting
MKC
$12.7B
$906K 0.06%
17,945
NVR icon
277
NVR
NVR
$16.7B
$903K 0.06%
137
ULTA icon
278
Ulta Beauty
ULTA
$20.1B
$900K 0.06%
1,721
STE icon
279
Steris
STE
$20.7B
$891K 0.06%
4,026
L icon
280
Loews
L
$22.1B
$885K 0.06%
8,289
PFG icon
281
Principal Financial Group
PFG
$22.7B
$879K 0.06%
9,747
OMC icon
282
Omnicom Group
OMC
$21.5B
$860K 0.06%
11,419
+575
ENB icon
283
Enbridge
ENB
$123B
$854K 0.06%
+15,806
OKTA icon
284
Okta
OKTA
$20.6B
$843K 0.06%
10,709
YUM icon
285
Yum! Brands
YUM
$41.6B
$841K 0.06%
5,408
DASH icon
286
DoorDash
DASH
$68.3B
$839K 0.06%
5,583
-1,578
TW icon
287
Tradeweb Markets
TW
$21.8B
$815K 0.05%
6,921
+605
CNC icon
288
Centene
CNC
$30.8B
$810K 0.05%
24,715
EW icon
289
Edwards Lifesciences
EW
$49.5B
$803K 0.05%
10,020
+1,511
FITB
290
Fifth Third Bancorp
FITB
$47.1B
$798K 0.05%
17,174
O icon
291
Realty Income
O
$56.7B
$794K 0.05%
12,965
+10,261
SYY icon
292
Sysco
SYY
$36.5B
$791K 0.05%
11,077
FUTU icon
293
Futu Holdings
FUTU
$12.9B
$789K 0.05%
5,765
ZM icon
294
Zoom
ZM
$29.8B
$784K 0.05%
9,741
-9,731
AFL icon
295
Aflac
AFL
$60.2B
$774K 0.05%
7,053
RMD icon
296
ResMed
RMD
$28.4B
$774K 0.05%
3,446
RBLX icon
297
Roblox
RBLX
$29.9B
$773K 0.05%
13,661
ILMN icon
298
Illumina
ILMN
$24.6B
$768K 0.05%
6,228
DT icon
299
Dynatrace
DT
$12.3B
$765K 0.05%
20,688
-275
CINF icon
300
Cincinnati Financial
CINF
$25.6B
$763K 0.05%
4,844
10 11
12
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