PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.27M
3
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

1
+$2.71M
2
+$1.33M
3
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$586K 0.05%
5,359
302
$585K 0.05%
1,839
+1,834
303
$584K 0.05%
8,389
304
$569K 0.05%
2,030
-2,509
305
$569K 0.05%
1,329
306
$559K 0.05%
1,767
-51
307
$551K 0.04%
2,045
+1,572
308
$546K 0.04%
3,440
+1,321
309
$544K 0.04%
12,721
+6,184
310
$535K 0.04%
2,695
311
$535K 0.04%
7,856
-262
312
$530K 0.04%
3,423
-5,591
313
$523K 0.04%
4,739
314
$514K 0.04%
5,993
315
$509K 0.04%
7,603
-5,802
316
$509K 0.04%
25,267
317
$494K 0.04%
1,673
318
$488K 0.04%
1,880
+1,603
319
$486K 0.04%
3,048
320
$464K 0.04%
1,651
321
$455K 0.04%
+6,320
322
$447K 0.04%
848
+166
323
$447K 0.04%
2,729
324
$446K 0.04%
1,812
+100
325
$443K 0.04%
4,521
11 12
13
14 15