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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$569K 0.04%
7,090
-1,119
327
$564K 0.04%
10,369
+6,580
328
$559K 0.04%
1,329
329
$555K 0.04%
3,440
330
$554K 0.04%
12,721
331
$537K 0.04%
7,847
332
$521K 0.04%
4,766
-1,867
333
$520K 0.04%
1,968
334
$509K 0.04%
1,743
335
$507K 0.04%
4,690
-3,847
336
$502K 0.04%
2,170
+2,023
337
$483K 0.04%
84,559
+27,164
338
$480K 0.04%
17,450
+12,218
339
$479K 0.04%
1,673
340
$470K 0.03%
1,651
341
$470K 0.03%
13,969
+8,150
342
$469K 0.03%
7,674
+4,571
343
$466K 0.03%
2,065
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344
$466K 0.03%
5,993
345
$464K 0.03%
22,918
+7,685
346
$447K 0.03%
+9,529
347
$446K 0.03%
+5,240
348
$438K 0.03%
3,033
349
$435K 0.03%
1,862
+960
350
$434K 0.03%
2,012
+1,993
12 13
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