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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
351
Carvana
CVNA
$59.1B
$444K 0.03%
1,048
-2,699
CPRT icon
352
Copart
CPRT
$32.3B
$439K 0.03%
11,153
-1,154
AJG icon
353
Arthur J. Gallagher & Co
AJG
$56.4B
$430K 0.03%
1,652
DD icon
354
DuPont de Nemours
DD
$18.8B
$424K 0.03%
10,492
-22,748
DOO
355
Bombardier Recreational Products
DOO
$4.14B
$422K 0.03%
5,932
+3,711
FISV
356
Fiserv Inc
FISV
$33.6B
$416K 0.03%
6,170
-13,208
EXEL icon
357
Exelixis
EXEL
$12B
$415K 0.03%
9,417
AFRM icon
358
Affirm
AFRM
$22.2B
$407K 0.03%
5,440
HUM icon
359
Humana
HUM
$25.9B
$400K 0.03%
1,554
AIG icon
360
American International
AIG
$40.4B
$395K 0.03%
4,589
P
361
Everpure Inc
P
$23.1B
$386K 0.03%
5,739
-3,565
RBA icon
362
RB Global
RBA
$19.2B
$381K 0.02%
+3,677
TFC icon
363
Truist Financial
TFC
$63.5B
$379K 0.02%
7,660
-18,097
TRMB icon
364
Trimble
TRMB
$16B
$369K 0.02%
4,693
BSY icon
365
Bentley Systems
BSY
$10.6B
$369K 0.02%
9,626
AZO icon
366
AutoZone
AZO
$59B
$361K 0.02%
106
-215
IR icon
367
Ingersoll Rand
IR
$32.8B
$360K 0.02%
4,521
WIX icon
368
WIX.com
WIX
$4.46B
$353K 0.02%
3,383
PHM icon
369
Pultegroup
PHM
$24.8B
$352K 0.02%
2,991
HOLX
370
DELISTED
Hologic
HOLX
$351K 0.02%
4,693
CHKP icon
371
Check Point Software Technologies
CHKP
$14.7B
$349K 0.02%
1,874
DLTR icon
372
Dollar Tree
DLTR
$20B
$330K 0.02%
2,673
+953
WPC icon
373
W.P. Carey
WPC
$15.9B
$314K 0.02%
4,853
+3,976
HON icon
374
Honeywell
HON
$140B
$312K 0.02%
1,594
-97
RDDT icon
375
Reddit
RDDT
$31.1B
$305K 0.02%
1,321
13 14
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