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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$497K 0.05%
8,389
277
$492K 0.05%
3,048
+2,190
278
$490K 0.05%
3,715
279
$486K 0.05%
1,329
280
$477K 0.04%
2,235
-15,423
281
$470K 0.04%
5,993
282
$466K 0.04%
4,739
283
$455K 0.04%
+1,673
284
$451K 0.04%
25,100
285
$448K 0.04%
2,695
+2,569
286
$428K 0.04%
1,651
287
$427K 0.04%
5,749
+788
288
$425K 0.04%
4,073
+866
289
$417K 0.04%
+5,068
290
$411K 0.04%
4,521
291
$407K 0.04%
9,108
292
$393K 0.04%
+24,144
293
$387K 0.04%
1,712
-6
294
$378K 0.04%
2,729
295
$373K 0.03%
1,656
296
$361K 0.03%
1,650
297
$351K 0.03%
9,056
-19,765
298
$348K 0.03%
4,691
+4,668
299
$343K 0.03%
8,118
-3,629
300
$334K 0.03%
+3,827
10 11
12
13 14