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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$435K 0.04%
+8,189
327
$429K 0.03%
24,391
-709
328
$422K 0.03%
3,827
329
$412K 0.03%
+57,395
330
$399K 0.03%
3,465
+397
331
$393K 0.03%
+3,075
332
$392K 0.03%
+15,525
333
$384K 0.03%
2,210
+1,174
334
$382K 0.03%
4,691
335
$374K 0.03%
2,191
-2,665
336
$373K 0.03%
+12,623
337
$372K 0.03%
1,656
338
$369K 0.03%
3,308
339
$367K 0.03%
+2,480
340
$364K 0.03%
1,650
341
$363K 0.03%
+3,033
342
$357K 0.03%
1,102
+1,041
343
$356K 0.03%
5,068
344
$348K 0.03%
8,227
-17,407
345
$342K 0.03%
3,792
+434
346
$332K 0.03%
1,305
+345
347
$332K 0.03%
4,538
-1,211
348
$332K 0.03%
2,437
349
$331K 0.03%
1,988
350
$325K 0.03%
1,315
12 13
14
15 16