PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
SYY icon
276
Sysco
SYY
$36.8B
$905K 0.06%
11,077
LHX icon
277
L3Harris
LHX
$64.8B
$886K 0.06%
2,924
OMC icon
278
Omnicom Group
OMC
$24.8B
$877K 0.06%
10,844
+75
TIGO icon
279
Millicom
TIGO
$9.96B
$875K 0.06%
+18,163
AXON icon
280
Axon Enterprise
AXON
$48.5B
$851K 0.06%
1,195
+529
HPQ icon
281
HP
HPQ
$17.9B
$842K 0.06%
31,177
A icon
282
Agilent Technologies
A
$39.6B
$842K 0.06%
6,614
-443
FTV icon
283
Fortive
FTV
$17.4B
$837K 0.06%
17,222
L icon
284
Loews
L
$21.2B
$826K 0.06%
8,289
GPN icon
285
Global Payments
GPN
$20.7B
$816K 0.06%
9,896
SSNC icon
286
SS&C Technologies
SSNC
$20.7B
$815K 0.06%
9,248
PAAS icon
287
Pan American Silver
PAAS
$24B
$813K 0.06%
21,133
-495
WSM icon
288
Williams-Sonoma
WSM
$25.6B
$806K 0.05%
4,154
+121
EL icon
289
Estee Lauder
EL
$42.4B
$804K 0.05%
9,194
-4,633
NLY icon
290
Annaly Capital Management
NLY
$16.3B
$803K 0.05%
40,037
+8,799
CLX icon
291
Clorox
CLX
$13.5B
$786K 0.05%
6,425
+43
PINS icon
292
Pinterest
PINS
$17B
$785K 0.05%
24,600
-1,365
RJF icon
293
Raymond James Financial
RJF
$33.8B
$781K 0.05%
4,559
+4,342
GEHC icon
294
GE HealthCare
GEHC
$36.8B
$779K 0.05%
10,458
+1,537
TPR icon
295
Tapestry
TPR
$27B
$779K 0.05%
+6,933
DELL icon
296
Dell
DELL
$75.7B
$778K 0.05%
5,530
-3,130
WELL icon
297
Welltower
WELL
$128B
$776K 0.05%
4,392
INCY icon
298
Incyte
INCY
$20.7B
$774K 0.05%
9,197
PSTG icon
299
Pure Storage
PSTG
$24.1B
$774K 0.05%
9,304
F icon
300
Ford
F
$54.6B
$770K 0.05%
64,852
+15,145
10 11
12
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