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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23.3K 0.03%
+1,530
302
$23.3K 0.03%
+37
303
$23.2K 0.03%
+146
304
$23.2K 0.03%
+635
305
$23.1K 0.03%
+248
306
$22.3K 0.03%
+277
307
$21.7K 0.03%
+2,088
308
$21.2K 0.03%
+126
309
$21K 0.03%
+606
310
$20.5K 0.03%
+954
311
$20.4K 0.03%
+252
312
$20.2K 0.02%
+245
313
$19.9K 0.02%
+192
314
$19.8K 0.02%
+196
315
$19.4K 0.02%
+479
316
$18.7K 0.02%
+246
317
$18.6K 0.02%
+292
318
$18.4K 0.02%
+81
319
$18.4K 0.02%
+374
320
$18.1K 0.02%
+138
321
$17.8K 0.02%
+309
322
$17.4K 0.02%
+124
323
$17.2K 0.02%
+700
324
$17K 0.02%
+187
325
$16.8K 0.02%
+1,116
11 12
13
14 15