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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$274K 0.03%
+7,258
302
$263K 0.03%
3,419
+3,195
303
$260K 0.03%
3,622
304
$260K 0.03%
+6,400
305
$260K 0.03%
3,023
+2,181
306
$259K 0.03%
980
+899
307
$249K 0.03%
1,490
+1,481
308
$245K 0.03%
1,467
-676
309
$242K 0.03%
1,662
+1,628
310
$232K 0.02%
1,978
-1,040
311
$229K 0.02%
4,007
+3,528
312
$228K 0.02%
+1,895
313
$227K 0.02%
1,482
+1,279
314
$224K 0.02%
12,284
+8,768
315
$223K 0.02%
567
+556
316
$214K 0.02%
3,138
+817
317
$211K 0.02%
1,586
+1,582
318
$211K 0.02%
2,665
+2,625
319
$206K 0.02%
+2,264
320
$198K 0.02%
3,044
+2,586
321
$194K 0.02%
629
+621
322
$190K 0.02%
1,101
+977
323
$180K 0.02%
1,161
+744
324
$178K 0.02%
358
+254
325
$174K 0.02%
1,182
+620
11 12
13
14 15