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

Top Buys

1
+$6.02M
2
+$4.27M
3
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

1
+$2.71M
2
+$1.33M
3
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

1 Technology 33.09%
2 Financials 12.88%
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