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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$334K 0.03%
2,437
302
$308K 0.03%
3,068
303
$303K 0.03%
3,308
-1,354
304
$297K 0.03%
682
-1,687
305
$295K 0.03%
3,308
+285
306
$292K 0.03%
886
307
$290K 0.03%
2,119
308
$288K 0.03%
2,642
309
$287K 0.03%
4,257
+4,111
310
$284K 0.03%
1,988
+1,970
311
$284K 0.03%
4,819
-88
312
$281K 0.03%
5,339
313
$281K 0.03%
+3,908
314
$281K 0.03%
1,790
-4,722
315
$277K 0.03%
1,315
316
$274K 0.03%
980
317
$269K 0.03%
1,078
318
$264K 0.02%
448
319
$262K 0.02%
4,259
320
$260K 0.02%
3,358
-264
321
$255K 0.02%
1,467
322
$254K 0.02%
6,537
+2,125
323
$254K 0.02%
6,400
324
$239K 0.02%
1,811
325
$239K 0.02%
567
11 12
13
14 15