PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
RF icon
326
Regions Financial
RF
$24.8B
$619K 0.04%
23,648
+23,590
BBY icon
327
Best Buy
BBY
$13.7B
$616K 0.04%
8,210
+2,471
IT icon
328
Gartner
IT
$16.4B
$597K 0.04%
2,288
WIX icon
329
WIX.com
WIX
$4.39B
$596K 0.04%
3,383
-25
MAS icon
330
Masco
MAS
$14.4B
$587K 0.04%
8,410
ILMN icon
331
Illumina
ILMN
$22.9B
$587K 0.04%
6,228
-4,498
BF.B icon
332
Brown-Forman Class B
BF.B
$12.6B
$578K 0.04%
21,517
+12,090
HUBB icon
333
Hubbell
HUBB
$25.3B
$568K 0.04%
1,329
ZBRA icon
334
Zebra Technologies
ZBRA
$12.2B
$566K 0.04%
1,921
CPRT icon
335
Copart
CPRT
$40B
$549K 0.04%
12,307
LULU icon
336
lululemon athletica
LULU
$22.2B
$535K 0.04%
3,030
-888
UTHR icon
337
United Therapeutics
UTHR
$20.2B
$527K 0.04%
1,266
-520
CNC icon
338
Centene
CNC
$22.2B
$527K 0.04%
14,871
-6,057
MDB icon
339
MongoDB
MDB
$31B
$520K 0.04%
1,687
FOXA icon
340
Fox Class A
FOXA
$32B
$515K 0.03%
8,227
AJG icon
341
Arthur J. Gallagher & Co
AJG
$63.4B
$508K 0.03%
1,652
MMM icon
342
3M
MMM
$82.5B
$506K 0.03%
3,284
TAP icon
343
Molson Coors Class B
TAP
$9.86B
$496K 0.03%
11,052
BSY icon
344
Bentley Systems
BSY
$11.4B
$492K 0.03%
9,626
JLL icon
345
Jones Lang LaSalle
JLL
$16.5B
$481K 0.03%
1,625
-705
WBD icon
346
Warner Bros
WBD
$70.8B
$467K 0.03%
24,102
-26,947
WTW icon
347
Willis Towers Watson
WTW
$30.5B
$466K 0.03%
1,359
GD icon
348
General Dynamics
GD
$98.4B
$463K 0.03%
1,367
+1,297
TPC
349
Tutor Perini Cor
TPC
$3.89B
$453K 0.03%
6,966
+6,848
RVTY icon
350
Revvity
RVTY
$12.9B
$452K 0.03%
5,191
12 13
14
15 16