PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
301
$638K 0.05%
1,721
302
$628K 0.05%
2,605
-2,025
303
$625K 0.05%
2,355
-613
304
$625K 0.05%
+20,845
305
$619K 0.05%
5,238
306
$619K 0.05%
8,321
-1,417
307
$604K 0.05%
1,754
308
$600K 0.05%
2,440
+15
309
$599K 0.05%
7,473
-6,271
310
$592K 0.05%
15,292
-3,054
311
$591K 0.05%
8,408
312
$583K 0.05%
18,966
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313
$583K 0.05%
2,325
-3,518
314
$580K 0.05%
1,743
315
$579K 0.05%
+10,514
316
$576K 0.05%
1,651
317
$568K 0.05%
+6,781
318
$567K 0.05%
3,743
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319
$563K 0.05%
9,197
320
$557K 0.05%
1,786
-163
321
$544K 0.05%
17,260
+4,637
322
$544K 0.05%
4,889
+2,121
323
$541K 0.05%
1,199
-1,846
324
$518K 0.04%
1,673
325
$518K 0.04%
7,847
11 12
13
14 15