PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$779K 0.07%
3,442
+38
277
$770K 0.06%
8,289
278
$757K 0.06%
18,201
+11,229
279
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280
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281
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282
$744K 0.06%
1,580
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283
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5,240
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284
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3,362
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285
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287
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288
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8,581
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289
$706K 0.06%
2,879
290
$702K 0.06%
5,459
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291
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5,240
292
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293
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294
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295
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4,387
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296
$672K 0.06%
9,402
297
$656K 0.06%
+3,075
298
$647K 0.05%
3,915
-497
299
$645K 0.05%
8,657
300
$644K 0.05%
4,030
-97
10 11
12
13 14