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

Top Buys

1 +$6.63M
2 +$2.99M
3 +$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1 +$2.68M
2 +$2.57M
3 +$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
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
MGM icon
301
MGM Resorts International
MGM
$8.9B
$715K 0.05%
20,855
+10
MNDY icon
302
monday.com
MNDY
$9.83B
$708K 0.05%
2,259
-181
FITB icon
303
Fifth Third Bancorp
FITB
$27.6B
$704K 0.05%
17,174
BR icon
304
Broadridge
BR
$27.2B
$697K 0.05%
2,879
WBA
305
DELISTED
Walgreens Boots Alliance
WBA
$691K 0.05%
60,393
-32,796
AVB icon
306
AvalonBay Communities
AVB
$27B
$683K 0.05%
3,368
+6
EPAM icon
307
EPAM Systems
EPAM
$8.71B
$680K 0.05%
3,859
+3,608
ARE icon
308
Alexandria Real Estate Equities
ARE
$13.3B
$678K 0.05%
+9,369
FUTU icon
309
Futu Holdings
FUTU
$22.9B
$677K 0.05%
5,496
+1,593
WELL icon
310
Welltower
WELL
$118B
$673K 0.05%
4,392
+5
DDOG icon
311
Datadog
DDOG
$53.8B
$669K 0.05%
4,997
+4
DOCU icon
312
DocuSign
DOCU
$14.2B
$666K 0.05%
8,587
+6
GEHC icon
313
GE HealthCare
GEHC
$34.8B
$658K 0.05%
8,921
+6,612
WSM icon
314
Williams-Sonoma
WSM
$22.9B
$656K 0.05%
4,033
+3
CSL icon
315
Carlisle Companies
CSL
$14.2B
$653K 0.05%
1,754
BABA icon
316
Alibaba
BABA
$385B
$636K 0.05%
5,628
+388
INCY icon
317
Incyte
INCY
$17.2B
$624K 0.05%
9,197
BIIB icon
318
Biogen
BIIB
$21.7B
$618K 0.05%
4,939
+3,869
COR icon
319
Cencora
COR
$64.1B
$617K 0.05%
2,066
+227
REG icon
320
Regency Centers
REG
$13.2B
$615K 0.05%
8,659
+2
PAAS icon
321
Pan American Silver
PAAS
$15.1B
$610K 0.05%
+21,628
IOT icon
322
Samsara
IOT
$21.9B
$606K 0.05%
15,296
+4
CPRT icon
323
Copart
CPRT
$43.5B
$602K 0.05%
12,307
+12,203
JLL icon
324
Jones Lang LaSalle
JLL
$14.8B
$594K 0.04%
2,330
+5
ZBRA icon
325
Zebra Technologies
ZBRA
$15.4B
$590K 0.04%
1,921
+382