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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$173K 0.02%
2,829
+2,583
327
$172K 0.02%
4,412
+1,556
328
$170K 0.02%
+15,275
329
$170K 0.02%
251
+214
330
$169K 0.02%
2,916
331
$165K 0.02%
+2,154
332
$155K 0.02%
4,282
-4,428
333
$150K 0.02%
+7,597
334
$147K 0.02%
1,140
335
$141K 0.01%
810
-315
336
$141K 0.01%
1,660
-620
337
$135K 0.01%
+858
338
$133K 0.01%
1,661
339
$123K 0.01%
930
+831
340
$121K 0.01%
1,883
+1,339
341
$118K 0.01%
+1,088
342
$115K 0.01%
+6,447
343
$110K 0.01%
234
-173
344
$109K 0.01%
132
+77
345
$109K 0.01%
1,110
+648
346
$104K 0.01%
862
+525
347
$102K 0.01%
2,810
+2,175
348
$101K 0.01%
391
349
$100K 0.01%
+3,484
350
$89.7K 0.01%
+229
12 13
14
15 16