PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
NLY icon
326
Annaly Capital Management
NLY
$13.7B
$586K 0.04%
+31,238
WBD icon
327
Warner Bros
WBD
$50.8B
$583K 0.04%
51,049
+39,487
UPS icon
328
United Parcel Service
UPS
$73.8B
$562K 0.04%
5,591
+702
TTD icon
329
Trade Desk
TTD
$26.3B
$551K 0.04%
7,684
+1,766
LMT icon
330
Lockheed Martin
LMT
$114B
$551K 0.04%
1,193
-6
AXON icon
331
Axon Enterprise
AXON
$55B
$549K 0.04%
666
-884
HUBB icon
332
Hubbell
HUBB
$22.5B
$541K 0.04%
1,329
MAS icon
333
Masco
MAS
$14.4B
$539K 0.04%
8,410
+2
WIX icon
334
WIX.com
WIX
$7.55B
$538K 0.04%
3,408
-507
F icon
335
Ford
F
$49.5B
$537K 0.04%
49,707
-48,513
NGD
336
New Gold Inc
NGD
$5.08B
$535K 0.04%
108,318
+48,264
PSTG icon
337
Pure Storage
PSTG
$29.2B
$534K 0.04%
9,304
TAP icon
338
Molson Coors Class B
TAP
$9.21B
$530K 0.04%
11,052
-11,373
AJG icon
339
Arthur J. Gallagher & Co
AJG
$72.6B
$527K 0.04%
1,652
+1
EXE
340
Expand Energy Corp
EXE
$24.9B
$520K 0.04%
4,466
FICO icon
341
Fair Isaac
FICO
$37.8B
$519K 0.04%
+285
BSY icon
342
Bentley Systems
BSY
$15.8B
$518K 0.04%
9,626
+7
AOS icon
343
A.O. Smith
AOS
$9.56B
$513K 0.04%
7,847
UTHR icon
344
United Therapeutics
UTHR
$19.1B
$511K 0.04%
1,786
BEN icon
345
Franklin Resources
BEN
$11.7B
$501K 0.04%
21,063
RVTY icon
346
Revvity
RVTY
$11.1B
$500K 0.04%
+5,191
MMM icon
347
3M
MMM
$89.1B
$498K 0.04%
3,284
-5,135
VLO icon
348
Valero Energy
VLO
$50.3B
$494K 0.04%
3,692
+325
KHC icon
349
Kraft Heinz
KHC
$30.3B
$488K 0.04%
18,979
+13
FOXA icon
350
Fox Class A
FOXA
$26.1B
$459K 0.03%
8,227
12 13
14
15 16