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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WST icon
326
West Pharmaceutical
WST
$22.2B
$636K 0.04%
2,535
AIG icon
327
American International
AIG
$40B
$634K 0.04%
8,421
+3,832
HUBS icon
328
HubSpot
HUBS
$10.9B
$632K 0.04%
2,587
IOT icon
329
Samsara
IOT
$20.3B
$631K 0.04%
19,896
CARR icon
330
Carrier Global
CARR
$55.8B
$629K 0.04%
11,159
SSNC icon
331
SS&C Technologies
SSNC
$16.8B
$625K 0.04%
9,248
RF icon
332
Regions Financial
RF
$24.4B
$618K 0.04%
23,648
WIX icon
333
WIX.com
WIX
$2.19B
$618K 0.04%
6,855
+3,472
DDOG icon
334
Datadog
DDOG
$83.3B
$604K 0.04%
5,113
-5,875
ESS icon
335
Essex Property Trust
ESS
$18.3B
$599K 0.04%
2,475
HPQ icon
336
HP
HPQ
$23.4B
$599K 0.04%
31,177
DAN icon
337
Dana Inc
DAN
$3.83B
$597K 0.04%
17,730
+13,308
DOCU
338
DocuSign
DOCU
$9.18B
$595K 0.04%
12,534
SUI icon
339
Sun Communities
SUI
$15.2B
$589K 0.04%
4,674
AVY icon
340
Avery Dennison
AVY
$11.9B
$561K 0.04%
3,244
TEVA icon
341
Teva Pharmaceuticals
TEVA
$39.8B
$535K 0.04%
17,768
+14,879
NEM icon
342
Newmont
NEM
$106B
$533K 0.04%
4,919
+2,721
NBIX icon
343
Neurocrine Biosciences
NBIX
$16.5B
$525K 0.04%
3,981
MAS icon
344
Masco
MAS
$14B
$508K 0.03%
8,410
AXON icon
345
Axon Enterprise
AXON
$39.2B
$508K 0.03%
1,195
VTR icon
346
Ventas
VTR
$39.9B
$498K 0.03%
6,091
+4,221
PODD icon
347
Insulet
PODD
$10.6B
$495K 0.03%
2,356
AVB icon
348
AvalonBay Communities
AVB
$26.9B
$491K 0.03%
3,004
-41
FOXA icon
349
Fox Class A
FOXA
$28.1B
$481K 0.03%
8,227
XYZ
350
Block Inc
XYZ
$40.6B
$472K 0.03%
7,835
+4,733
12 13
14
15 16