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
$81.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$5.22M
3 +$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$16.6K 0.02%
+107
327
$16.6K 0.02%
+64
328
$16.5K 0.02%
+342
329
$16.2K 0.02%
+531
330
$16K 0.02%
+118
331
$15.9K 0.02%
+74
332
$15.8K 0.02%
+422
333
$15.3K 0.02%
+224
334
$15.2K 0.02%
+220
335
$15.1K 0.02%
+139
336
$14.9K 0.02%
+86
337
$14.8K 0.02%
+158
338
$14.4K 0.02%
+1,229
339
$14.3K 0.02%
+421
340
$14.1K 0.02%
+182
341
$14K 0.02%
+223
342
$14K 0.02%
+244
343
$14K 0.02%
+299
344
$14K 0.02%
+414
345
$13.9K 0.02%
+692
346
$13.9K 0.02%
+400
347
$13.8K 0.02%
+709
348
$13.5K 0.02%
+488
349
$13.3K 0.02%
+151
350
$13.3K 0.02%
+501