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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.4M
3 +$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1 +$2.62M
2 +$2.33M
3 +$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LMT icon
301
Lockheed Martin
LMT
$142B
$768K 0.05%
1,551
+358
IOT icon
302
Samsara
IOT
$17.3B
$764K 0.05%
20,662
+5,366
OKE icon
303
Oneok
OKE
$59.2B
$762K 0.05%
10,526
+95
CINF icon
304
Cincinnati Financial
CINF
$23.9B
$760K 0.05%
4,844
FITB
305
Fifth Third Bancorp
FITB
$40.3B
$759K 0.05%
17,174
CARR icon
306
Carrier Global
CARR
$45.3B
$732K 0.05%
12,349
ESS icon
307
Essex Property Trust
ESS
$15.4B
$726K 0.05%
2,733
KVUE icon
308
Kenvue
KVUE
$33.6B
$725K 0.05%
44,994
PODD icon
309
Insulet
PODD
$14.7B
$722K 0.05%
2,356
GDDY icon
310
GoDaddy
GDDY
$10.7B
$715K 0.05%
5,265
+856
DDOG icon
311
Datadog
DDOG
$40.5B
$706K 0.05%
4,997
COIN icon
312
Coinbase
COIN
$42.6B
$703K 0.05%
2,099
-472
PFG icon
313
Principal Financial Group
PFG
$18.9B
$699K 0.05%
8,500
+2,832
TW icon
314
Tradeweb Markets
TW
$24.8B
$696K 0.05%
6,316
BIIB icon
315
Biogen
BIIB
$27B
$687K 0.05%
4,939
BR icon
316
Broadridge
BR
$18.4B
$680K 0.05%
2,879
LVS icon
317
Las Vegas Sands
LVS
$34.7B
$675K 0.05%
+12,650
ALGN icon
318
Align Technology
ALGN
$11.9B
$666K 0.05%
5,357
WST icon
319
West Pharmaceutical
WST
$17.5B
$660K 0.04%
+2,535
AVB icon
320
AvalonBay Communities
AVB
$22.5B
$646K 0.04%
3,368
COR icon
321
Cencora
COR
$60.8B
$641K 0.04%
2,066
SUI icon
322
Sun Communities
SUI
$15.4B
$637K 0.04%
4,973
-4,342
REG icon
323
Regency Centers
REG
$13.6B
$626K 0.04%
8,659
BAH icon
324
Booz Allen Hamilton
BAH
$9.47B
$626K 0.04%
6,308
+5,185
VLO icon
325
Valero Energy
VLO
$76B
$624K 0.04%
3,692