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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$586K 0.04%
+31,238
327
$583K 0.04%
51,049
+39,487
328
$562K 0.04%
5,591
+702
329
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7,684
+1,766
330
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1,193
-6
331
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666
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332
$541K 0.04%
1,329
333
$539K 0.04%
8,410
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334
$538K 0.04%
3,408
-507
335
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49,707
-48,513
336
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108,318
+48,264
337
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9,304
338
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11,052
-11,373
339
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1,652
+1
340
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4,466
341
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9,626
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344
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1,786
345
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21,063
346
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347
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3,284
-5,135
348
$494K 0.04%
3,692
+325
349
$488K 0.04%
18,979
+13
350
$459K 0.03%
8,227
12 13
14
15 16