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
$1.53B
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
CLX icon
326
Clorox
CLX
$13.9B
$631K 0.04%
6,228
-197
FOXA icon
327
Fox Class A
FOXA
$25.4B
$604K 0.04%
8,227
REG icon
328
Regency Centers
REG
$14.4B
$601K 0.04%
8,659
HUBB icon
329
Hubbell
HUBB
$25.1B
$597K 0.04%
1,338
+9
AVY icon
330
Avery Dennison
AVY
$13.9B
$593K 0.04%
3,244
+1,593
CARR icon
331
Carrier Global
CARR
$48.8B
$593K 0.04%
11,159
-1,190
SUI icon
332
Sun Communities
SUI
$16.8B
$582K 0.04%
4,674
-299
CSGP icon
333
CoStar Group
CSGP
$20.3B
$579K 0.04%
8,565
+4,096
UTHR icon
334
United Therapeutics
UTHR
$21B
$574K 0.04%
1,172
-94
NBIX icon
335
Neurocrine Biosciences
NBIX
$12.9B
$567K 0.04%
3,981
+1,672
BF.B icon
336
Brown-Forman Class B
BF.B
$11.7B
$563K 0.04%
21,517
AVB icon
337
AvalonBay Communities
AVB
$24.9B
$555K 0.04%
3,045
-323
BBY icon
338
Best Buy
BBY
$14B
$552K 0.04%
8,210
CAE icon
339
CAE Inc
CAE
$9.54B
$552K 0.04%
18,052
-19,852
LMT icon
340
Lockheed Martin
LMT
$155B
$549K 0.04%
1,130
-421
MAS icon
341
Masco
MAS
$13B
$536K 0.04%
8,410
MMM icon
342
3M
MMM
$80.8B
$528K 0.03%
3,284
FICO icon
343
Fair Isaac
FICO
$35B
$476K 0.03%
280
ZBRA icon
344
Zebra Technologies
ZBRA
$10.8B
$469K 0.03%
1,921
Q
345
Qnity Electronics Inc
Q
$23.1B
$459K 0.03%
+5,599
CHD icon
346
Church & Dwight Co
CHD
$23.8B
$457K 0.03%
5,428
+4,300
ACI icon
347
Albertsons Companies
ACI
$9.13B
$456K 0.03%
+26,435
WTW icon
348
Willis Towers Watson
WTW
$28.6B
$449K 0.03%
1,359
WBD icon
349
Warner Bros
WBD
$69.3B
$448K 0.03%
15,457
-8,645
COIN icon
350
Coinbase
COIN
$52.1B
$444K 0.03%
1,956
-143
12 13
14
15 16