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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$413K 0.04%
1,651
+1,197
277
$413K 0.04%
+955
278
$402K 0.04%
+1,656
279
$393K 0.04%
545
+542
280
$388K 0.04%
4,961
+3,982
281
$387K 0.04%
1,078
+866
282
$377K 0.04%
+2,729
283
$368K 0.04%
1,650
+1,641
284
$367K 0.04%
+5,339
285
$363K 0.04%
+20,467
286
$362K 0.04%
2,437
+2,211
287
$351K 0.04%
+886
288
$343K 0.04%
1,258
+1,253
289
$337K 0.03%
4,907
+4,655
290
$334K 0.03%
1,440
+1,300
291
$333K 0.03%
+2,642
292
$331K 0.03%
2,119
+1,973
293
$322K 0.03%
18,402
-1,774
294
$301K 0.03%
1,037
+818
295
$300K 0.03%
8,655
+6,918
296
$297K 0.03%
+1,315
297
$297K 0.03%
3,068
298
$283K 0.03%
+1,811
299
$281K 0.03%
448
+279
300
$278K 0.03%
+4,259
10 11
12
13 14