PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LMT icon
301
Lockheed Martin
LMT
$135B
$768K 0.05%
1,551
+358
IOT icon
302
Samsara
IOT
$18.1B
$764K 0.05%
20,662
+5,366
OKE icon
303
Oneok
OKE
$47.6B
$762K 0.05%
10,526
+95
CINF icon
304
Cincinnati Financial
CINF
$25.2B
$760K 0.05%
4,844
FITB icon
305
Fifth Third Bancorp
FITB
$34.4B
$759K 0.05%
17,174
CARR icon
306
Carrier Global
CARR
$47.9B
$732K 0.05%
12,349
ESS icon
307
Essex Property Trust
ESS
$16.5B
$726K 0.05%
2,733
KVUE icon
308
Kenvue
KVUE
$33.2B
$725K 0.05%
44,994
PODD icon
309
Insulet
PODD
$19.9B
$722K 0.05%
2,356
GDDY icon
310
GoDaddy
GDDY
$14.2B
$715K 0.05%
5,265
+856
DDOG icon
311
Datadog
DDOG
$42.9B
$706K 0.05%
4,997
COIN icon
312
Coinbase
COIN
$60.5B
$703K 0.05%
2,099
-472
PFG icon
313
Principal Financial Group
PFG
$19.9B
$699K 0.05%
8,500
+2,832
TW icon
314
Tradeweb Markets
TW
$22.2B
$696K 0.05%
6,316
BIIB icon
315
Biogen
BIIB
$25.1B
$687K 0.05%
4,939
BR icon
316
Broadridge
BR
$24B
$680K 0.05%
2,879
LVS icon
317
Las Vegas Sands
LVS
$40B
$675K 0.05%
+12,650
ALGN icon
318
Align Technology
ALGN
$12.1B
$666K 0.05%
5,357
WST icon
319
West Pharmaceutical
WST
$18B
$660K 0.04%
+2,535
AVB icon
320
AvalonBay Communities
AVB
$25.3B
$646K 0.04%
3,368
COR icon
321
Cencora
COR
$68.5B
$641K 0.04%
2,066
SUI icon
322
Sun Communities
SUI
$15.5B
$637K 0.04%
4,973
-4,342
REG icon
323
Regency Centers
REG
$12.9B
$626K 0.04%
8,659
BAH icon
324
Booz Allen Hamilton
BAH
$11.4B
$626K 0.04%
6,308
+5,185
VLO icon
325
Valero Energy
VLO
$58.2B
$624K 0.04%
3,692