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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ULTA icon
301
Ulta Beauty
ULTA
$23.5B
$638K 0.05%
1,721
BURL icon
302
Burlington
BURL
$16.9B
$628K 0.05%
2,605
-2,025
PODD icon
303
Insulet
PODD
$22.8B
$625K 0.05%
2,355
-613
MGM icon
304
MGM Resorts International
MGM
$9B
$625K 0.05%
+20,845
A icon
305
Agilent Technologies
A
$41.8B
$619K 0.05%
5,238
BBY icon
306
Best Buy
BBY
$17.3B
$619K 0.05%
8,321
-1,417
CSL icon
307
Carlisle Companies
CSL
$14.5B
$604K 0.05%
1,754
MNDY icon
308
monday.com
MNDY
$10.1B
$600K 0.05%
2,440
+15
CSGP icon
309
CoStar Group
CSGP
$32.9B
$599K 0.05%
7,473
-6,271
IOT icon
310
Samsara
IOT
$22.2B
$592K 0.05%
15,292
-3,054
MAS icon
311
Masco
MAS
$14.5B
$591K 0.05%
8,408
KHC icon
312
Kraft Heinz
KHC
$30.1B
$583K 0.05%
18,966
+112
JLL icon
313
Jones Lang LaSalle
JLL
$15B
$583K 0.05%
2,325
-3,518
MOH icon
314
Molina Healthcare
MOH
$8.73B
$580K 0.05%
1,743
PPC icon
315
Pilgrim's Pride
PPC
$8.93B
$579K 0.05%
+10,514
AJG icon
316
Arthur J. Gallagher & Co
AJG
$72.4B
$576K 0.05%
1,651
STN icon
317
Stantec
STN
$12.8B
$568K 0.05%
+6,781
KEYS icon
318
Keysight
KEYS
$28.9B
$567K 0.05%
3,743
+303
INCY icon
319
Incyte
INCY
$17.4B
$563K 0.05%
9,197
UTHR icon
320
United Therapeutics
UTHR
$19.3B
$557K 0.05%
1,786
-163
MFC icon
321
Manulife Financial
MFC
$54.4B
$544K 0.05%
17,260
+4,637
UPS icon
322
United Parcel Service
UPS
$73.8B
$544K 0.05%
4,889
+2,121
LMT icon
323
Lockheed Martin
LMT
$112B
$541K 0.05%
1,199
-1,846
ESS icon
324
Essex Property Trust
ESS
$17B
$518K 0.04%
1,673
AOS icon
325
A.O. Smith
AOS
$9.67B
$518K 0.04%
7,847
11 12
13
14 15