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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$227K 0.02%
+3,922
327
$226K 0.02%
15,091
-3,311
328
$226K 0.02%
+3,047
329
$225K 0.02%
1,490
330
$205K 0.02%
1,627
+1,057
331
$204K 0.02%
2,417
+1,766
332
$202K 0.02%
1,895
333
$196K 0.02%
4,007
334
$195K 0.02%
2,665
335
$195K 0.02%
6,601
+6,312
336
$191K 0.02%
2,566
+2,264
337
$189K 0.02%
3,138
338
$189K 0.02%
1,742
+812
339
$185K 0.02%
358
340
$182K 0.02%
3,044
341
$181K 0.02%
3,863
-8,030
342
$181K 0.02%
1,559
-7,786
343
$179K 0.02%
+244
344
$176K 0.02%
2,264
345
$169K 0.02%
1,586
346
$165K 0.02%
621
-8
347
$165K 0.02%
+960
348
$161K 0.02%
1,161
349
$159K 0.01%
+3,010
350
$158K 0.01%
810
12 13
14
15 16