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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$779K 0.06%
7,552
277
$776K 0.06%
10,014
+6,876
278
$754K 0.06%
14,671
+24
279
$746K 0.06%
3,315
280
$735K 0.06%
17,174
281
$724K 0.06%
2,850
-515
282
$723K 0.06%
1,433
-22
283
$720K 0.06%
6,952
284
$711K 0.06%
4,795
285
$705K 0.06%
8,408
286
$704K 0.06%
7,847
287
$694K 0.06%
23,903
-6,863
288
$690K 0.06%
2,968
-1,651
289
$690K 0.06%
8,537
290
$685K 0.06%
+32,802
291
$673K 0.05%
+2,425
292
$661K 0.05%
18,854
293
$655K 0.05%
8,289
294
$625K 0.05%
8,657
295
$618K 0.05%
2,879
296
$615K 0.05%
5,362
+4,895
297
$607K 0.05%
9,197
298
$600K 0.05%
1,743
299
$600K 0.05%
9,801
-3,235
300
$594K 0.05%
1,968
-567
10 11
12
13 14