PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$517K 0.04%
1,839
-226
327
$517K 0.04%
4,454
-2,879
328
$511K 0.04%
2,923
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329
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+4,466
330
$501K 0.04%
4,993
-1,893
331
$483K 0.04%
5,665
-328
332
$471K 0.04%
8,227
333
$461K 0.04%
6,322
-13,191
334
$458K 0.04%
2,850
335
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4,121
-34,148
336
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3,367
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337
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3,552
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338
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1,329
339
$444K 0.04%
5,566
-4,888
340
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341
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342
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11,242
-41,371
343
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2,729
344
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3,056
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345
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9,674
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346
$416K 0.04%
9,304
347
$416K 0.04%
1,554
348
$410K 0.03%
21,063
349
$404K 0.03%
3,903
-3,187
350
$403K 0.03%
4,584
+46
12 13
14
15 16