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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$898K 0.07%
2,571
-4,264
277
$894K 0.07%
17,222
-5,626
278
$886K 0.07%
3,446
+4
279
$867K 0.07%
+12,942
280
$855K 0.06%
7,604
+4
281
$850K 0.06%
12,509
+7
282
$848K 0.06%
10,431
+2,169
283
$846K 0.06%
10,877
+9,817
284
$836K 0.06%
11,077
+10
285
$830K 0.06%
7,057
+1,819
286
$802K 0.06%
1,721
287
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3,075
288
$791K 0.06%
4,409
-2,070
289
$789K 0.06%
9,896
+64
290
$777K 0.06%
6,046
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291
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10,769
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292
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2,733
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293
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5,436
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294
$763K 0.06%
6,382
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295
$763K 0.06%
9,248
-8,075
296
$760K 0.06%
31,177
+147
297
$757K 0.06%
8,289
298
$737K 0.06%
2,356
+1
299
$731K 0.05%
2,924
-5,494
300
$719K 0.05%
4,844
+1
10 11
12
13 14