PIM
Plato Investment Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
29.41%
1 Year Est. Return
+29.41%
AUM
$1.33B
AUM Growth
+$143M
(+12%)
Holding
560
Top Buys
| 1 | +$6.63M | |
| 2 | +$2.99M | |
| 3 | +$2.45M | |
| 4 |
Apple
AAPL
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.88M |
Top Sells
| 1 | +$2.68M | |
| 2 | +$2.57M | |
| 3 | +$2.3M | |
| 4 |
Descartes Systems
DSGX
|
+$1.77M |
| 5 |
Northern Trust
NTRS
|
+$1.64M |
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
Coinbase
COIN
$60.7B
| $898K | 0.07% |
2,571
-4,264
|
|
||
277
Fortive
FTV
$17.2B
| $894K | 0.07% |
17,222
-5,626
|
|
||
278
ResMed
RMD
$37.5B
| $886K | 0.07% |
3,446
+4
|
|
||
279
CarMax
KMX
$6.8B
| $867K | 0.07% |
+12,942
|
|
||
280
Aecom
ACM
$12.8B
| $855K | 0.06% |
7,604
+4
|
|
||
281
Aptiv
APTV
$17.1B
| $850K | 0.06% |
12,509
+7
|
|
||
282
Oneok
OKE
$47.5B
| $848K | 0.06% |
10,431
+2,169
|
|
||
283
Cognizant
CTSH
$40.6B
| $846K | 0.06% |
10,877
+9,817
|
|
||
284
Sysco
SYY
$36.8B
| $836K | 0.06% |
11,077
+10
|
|
||
285
Agilent Technologies
A
$39.2B
| $830K | 0.06% |
7,057
+1,819
|
|
||
286
Ulta Beauty
ULTA
$30.2B
| $802K | 0.06% |
1,721
|
|
||
287
HEICO Corp Class A
HEI.A
$37.3B
| $793K | 0.06% |
3,075
|
|
||
288
GoDaddy
GDDY
$14.2B
| $791K | 0.06% |
4,409
-2,070
|
|
||
289
Global Payments
GPN
$20.5B
| $789K | 0.06% |
9,896
+64
|
|
||
290
D.R. Horton
DHI
$45.9B
| $777K | 0.06% |
6,046
+587
|
|
||
291
Omnicom Group
OMC
$24.7B
| $772K | 0.06% |
10,769
-2,321
|
|
||
292
Essex Property Trust
ESS
$16.5B
| $772K | 0.06% |
2,733
+1,060
|
|
||
293
Apollo Global Management
APO
$81.3B
| $768K | 0.06% |
5,436
+5,401
|
|
||
294
Clorox
CLX
$13.4B
| $763K | 0.06% |
6,382
+1,545
|
|
||
295
SS&C Technologies
SSNC
$20.6B
| $763K | 0.06% |
9,248
-8,075
|
|
||
296
HP
HPQ
$17.8B
| $760K | 0.06% |
31,177
+147
|
|
||
297
Loews
L
$21.2B
| $757K | 0.06% |
8,289
|
|
||
298
Insulet
PODD
$19.9B
| $737K | 0.06% |
2,356
+1
|
|
||
299
L3Harris
LHX
$64.8B
| $731K | 0.05% |
2,924
-5,494
|
|
||
300
Cincinnati Financial
CINF
$25.2B
| $719K | 0.05% |
4,844
+1
|
|