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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$715K 0.05%
20,855
+10
302
$708K 0.05%
2,259
-181
303
$704K 0.05%
17,174
304
$697K 0.05%
2,879
305
$691K 0.05%
60,393
-32,796
306
$683K 0.05%
3,368
+6
307
$680K 0.05%
3,859
+3,608
308
$678K 0.05%
+9,369
309
$677K 0.05%
5,496
+1,593
310
$673K 0.05%
4,392
+5
311
$669K 0.05%
4,997
+4
312
$666K 0.05%
8,587
+6
313
$658K 0.05%
8,921
+6,612
314
$656K 0.05%
4,033
+3
315
$653K 0.05%
1,754
316
$636K 0.05%
5,628
+388
317
$624K 0.05%
9,197
318
$618K 0.05%
4,939
+3,869
319
$617K 0.05%
2,066
+227
320
$615K 0.05%
8,659
+2
321
$610K 0.05%
+21,628
322
$606K 0.05%
15,296
+4
323
$602K 0.05%
12,307
+12,203
324
$594K 0.04%
2,330
+5
325
$590K 0.04%
1,921
+382
11 12
13
14 15