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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$821K 0.06%
10,020
+1,631
277
$813K 0.06%
2,997
278
$812K 0.06%
3,894
279
$810K 0.06%
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280
$808K 0.06%
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281
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18,346
-2,713
282
$803K 0.06%
4,609
283
$796K 0.06%
16,476
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284
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+6,137
285
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4,837
286
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+10,009
287
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288
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289
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290
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3,113
-1,333
291
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10,198
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292
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293
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294
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12,588
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295
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1,721
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296
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7,051
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297
$747K 0.05%
8,270
-15,518
298
$732K 0.05%
3,315
299
$729K 0.05%
17,174
300
$727K 0.05%
3,205
-6,770
10 11
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