PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
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
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

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
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+4,466
330
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4,993
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331
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332
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8,227
333
$461K 0.04%
6,322
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334
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335
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4,121
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336
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337
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338
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339
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340
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344
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345
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346
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347
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1,554
348
$410K 0.03%
21,063
349
$404K 0.03%
3,903
-3,187
350
$403K 0.03%
4,584
+46
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14
15 16