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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FERG icon
276
Ferguson
FERG
$46.2B
$944K 0.06%
4,220
OKTA icon
277
Okta
OKTA
$14.3B
$931K 0.06%
10,709
DT icon
278
Dynatrace
DT
$11.7B
$913K 0.06%
20,963
A icon
279
Agilent Technologies
A
$32.5B
$904K 0.06%
6,614
TPR icon
280
Tapestry
TPR
$29.2B
$890K 0.06%
6,933
OMC icon
281
Omnicom Group
OMC
$26.4B
$880K 0.06%
10,844
L icon
282
Loews
L
$22.6B
$877K 0.06%
8,289
BIIB icon
283
Biogen
BIIB
$27.1B
$873K 0.06%
4,939
GRMN icon
284
Garmin
GRMN
$46.9B
$870K 0.06%
4,268
+3,913
PFG icon
285
Principal Financial Group
PFG
$20B
$864K 0.06%
9,747
+1,247
GEHC icon
286
GE HealthCare
GEHC
$33.8B
$862K 0.06%
10,458
DOCU
287
DocuSign
DOCU
$9.75B
$862K 0.06%
12,534
-298
RMD icon
288
ResMed
RMD
$36.8B
$834K 0.05%
3,446
LHX icon
289
L3Harris
LHX
$68.5B
$828K 0.05%
2,806
-118
LVS icon
290
Las Vegas Sands
LVS
$36B
$827K 0.05%
12,650
YUM icon
291
Yum! Brands
YUM
$44.2B
$822K 0.05%
5,408
-792
ILMN icon
292
Illumina
ILMN
$19.1B
$821K 0.05%
6,228
SYY icon
293
Sysco
SYY
$40.8B
$820K 0.05%
11,077
WELL icon
294
Welltower
WELL
$143B
$819K 0.05%
4,392
SSNC icon
295
SS&C Technologies
SSNC
$18.5B
$812K 0.05%
9,248
FITB
296
Fifth Third Bancorp
FITB
$42.7B
$808K 0.05%
17,174
CINF icon
297
Cincinnati Financial
CINF
$25.7B
$795K 0.05%
4,844
LEN icon
298
Lennar Class A
LEN
$25B
$790K 0.05%
7,648
-609
AFL icon
299
Aflac
AFL
$57.5B
$782K 0.05%
7,053
+3,710
OKE icon
300
Oneok
OKE
$54.7B
$777K 0.05%
10,526
10 11
12
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