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
$1.19B
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
RMD icon
276
ResMed
RMD
$38.7B
$779K 0.07%
3,442
+38
L icon
277
Loews
L
$20.7B
$770K 0.06%
8,289
CCJ icon
278
Cameco
CCJ
$37.6B
$757K 0.06%
18,201
+11,229
APTV icon
279
Aptiv
APTV
$18.5B
$752K 0.06%
12,502
-86
FERG icon
280
Ferguson
FERG
$49.2B
$747K 0.06%
4,609
ZM icon
281
Zoom
ZM
$24.8B
$745K 0.06%
9,993
-27
MCO icon
282
Moody's
MCO
$86B
$744K 0.06%
1,580
+367
CAH icon
283
Cardinal Health
CAH
$37.8B
$730K 0.06%
5,240
-83
AVB icon
284
AvalonBay Communities
AVB
$26.9B
$729K 0.06%
3,362
+47
CINF icon
285
Cincinnati Financial
CINF
$24.4B
$723K 0.06%
4,843
-179
CLX icon
286
Clorox
CLX
$14.2B
$720K 0.06%
4,837
ACM icon
287
Aecom
ACM
$17.5B
$712K 0.06%
7,600
+48
DOCU icon
288
DocuSign
DOCU
$14.3B
$706K 0.06%
8,581
+311
BR icon
289
Broadridge
BR
$27.1B
$706K 0.06%
2,879
DHI icon
290
D.R. Horton
DHI
$47.3B
$702K 0.06%
5,459
-2,376
BABA icon
291
Alibaba
BABA
$399B
$700K 0.06%
5,240
TFC icon
292
Truist Financial
TFC
$55.8B
$699K 0.06%
16,799
+4,078
ROKU icon
293
Roku
ROKU
$14.5B
$688K 0.06%
9,663
+6,619
FITB icon
294
Fifth Third Bancorp
FITB
$27.8B
$681K 0.06%
17,174
WELL icon
295
Welltower
WELL
$118B
$679K 0.06%
4,387
+1,312
BMRN icon
296
BioMarin Pharmaceuticals
BMRN
$10.5B
$672K 0.06%
9,402
HEI.A icon
297
HEICO Corp Class A
HEI.A
$34.5B
$656K 0.06%
+3,075
WIX icon
298
WIX.com
WIX
$7.81B
$647K 0.05%
3,915
-497
REG icon
299
Regency Centers
REG
$13.2B
$645K 0.05%
8,657
WSM icon
300
Williams-Sonoma
WSM
$22.9B
$644K 0.05%
4,030
-97
10 11
12
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