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
$81.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M
2 +$4.94M
3 +$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$30.9K 0.04%
+234
277
$30.8K 0.04%
+110
278
$29.9K 0.04%
+1,432
279
$29.7K 0.04%
+227
280
$29.6K 0.04%
+515
281
$29.3K 0.04%
+310
282
$29K 0.04%
+880
283
$29K 0.04%
+132
284
$28.9K 0.04%
+203
285
$28.9K 0.04%
+834
286
$28.7K 0.04%
+139
287
$28.5K 0.03%
+736
288
$28K 0.03%
+249
289
$27.2K 0.03%
+140
290
$26.9K 0.03%
+55
291
$26.8K 0.03%
+252
292
$26.1K 0.03%
+228
293
$25.4K 0.03%
+344
294
$24.9K 0.03%
+451
295
$24.9K 0.03%
+688
296
$24.8K 0.03%
+195
297
$24.4K 0.03%
+78
298
$24.4K 0.03%
+89
299
$23.8K 0.03%
+404
300
$23.7K 0.03%
+433