PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPN icon
301
Global Payments
GPN
$19B
$770K 0.05%
9,896
TER icon
302
Teradyne
TER
$55.4B
$767K 0.05%
+3,942
GDDY icon
303
GoDaddy
GDDY
$11.3B
$763K 0.05%
6,122
+857
MNDY icon
304
monday.com
MNDY
$3.91B
$762K 0.05%
5,142
+2,883
RJF icon
305
Raymond James Financial
RJF
$29.9B
$736K 0.05%
4,559
BABA icon
306
Alibaba
BABA
$338B
$735K 0.05%
4,987
-641
DVN icon
307
Devon Energy
DVN
$28.2B
$733K 0.05%
+19,910
EW icon
308
Edwards Lifesciences
EW
$48B
$729K 0.05%
8,509
+4,084
ACM icon
309
Aecom
ACM
$10.8B
$728K 0.05%
7,604
VLO icon
310
Valero Energy
VLO
$70.3B
$715K 0.05%
4,368
+676
IOT icon
311
Samsara
IOT
$17.5B
$709K 0.05%
19,896
-766
COR icon
312
Cencora
COR
$49.2B
$701K 0.05%
2,066
WST icon
313
West Pharmaceutical
WST
$22.1B
$701K 0.05%
2,535
DELL icon
314
Dell
DELL
$150B
$700K 0.05%
5,530
HPQ icon
315
HP
HPQ
$19.2B
$698K 0.05%
31,177
CRDO icon
316
Credo Technology Group
CRDO
$34.7B
$688K 0.05%
+4,758
SNOW icon
317
Snowflake
SNOW
$53.1B
$683K 0.04%
3,100
-2,668
TW icon
318
Tradeweb Markets
TW
$23.5B
$683K 0.04%
6,316
AXON icon
319
Axon Enterprise
AXON
$34.4B
$682K 0.04%
1,195
PODD icon
320
Insulet
PODD
$10.5B
$673K 0.04%
2,356
WSM icon
321
Williams-Sonoma
WSM
$22.2B
$659K 0.04%
3,674
-480
ESS icon
322
Essex Property Trust
ESS
$17.2B
$651K 0.04%
2,475
-258
BR icon
323
Broadridge
BR
$17.7B
$646K 0.04%
2,879
RF icon
324
Regions Financial
RF
$24.1B
$644K 0.04%
23,648
PINS icon
325
Pinterest
PINS
$12.1B
$640K 0.04%
24,600
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