PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
301
Agilent Technologies
A
$38.3B
$754K 0.05%
6,614
CCI icon
302
Crown Castle
CCI
$41.2B
$748K 0.05%
9,189
-12,847
GEHC icon
303
GE HealthCare
GEHC
$29.4B
$745K 0.05%
10,458
MDB icon
304
MongoDB
MDB
$28.2B
$743K 0.05%
3,035
+196
GIS icon
305
General Mills
GIS
$17.7B
$742K 0.05%
19,913
-18,194
GPN icon
306
Global Payments
GPN
$18.1B
$738K 0.05%
10,952
+1,056
BABA icon
307
Alibaba
BABA
$290B
$734K 0.05%
5,851
+864
DXCM icon
308
DexCom
DXCM
$28.1B
$734K 0.05%
11,681
-2,683
TEAM icon
309
Atlassian
TEAM
$25.2B
$720K 0.05%
10,542
-791
FFIV icon
310
F5
FFIV
$22.2B
$714K 0.05%
+2,466
NDAQ icon
311
Nasdaq
NDAQ
$49.4B
$705K 0.05%
8,299
+8,245
WTW icon
312
Willis Towers Watson
WTW
$24.9B
$695K 0.05%
2,391
+1,032
UTHR icon
313
United Therapeutics
UTHR
$23.3B
$695K 0.05%
1,172
WDAY icon
314
Workday
WDAY
$35.6B
$692K 0.05%
5,320
-598
LVS icon
315
Las Vegas Sands
LVS
$33.3B
$682K 0.05%
12,650
WSM icon
316
Williams-Sonoma
WSM
$24.1B
$670K 0.05%
3,674
WAT icon
317
Waters Corp
WAT
$35.9B
$670K 0.05%
2,248
+1,553
SLF icon
318
Sun Life Financial
SLF
$40.9B
$669K 0.05%
+10,716
RJF icon
319
Raymond James Financial
RJF
$29.5B
$660K 0.04%
4,559
EL icon
320
Estee Lauder
EL
$30.2B
$660K 0.04%
9,194
GEN icon
321
Gen Digital
GEN
$15.8B
$657K 0.04%
34,883
HUBB icon
322
Hubbell
HUBB
$25.2B
$657K 0.04%
1,338
VLO icon
323
Valero Energy
VLO
$76B
$656K 0.04%
2,653
-1,715
REG icon
324
Regency Centers
REG
$14.2B
$656K 0.04%
8,659
CLX icon
325
Clorox
CLX
$11.4B
$646K 0.04%
6,228
11 12
13
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