PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BR icon
351
Broadridge
BR
$17.5B
$468K 0.03%
2,879
CW icon
352
Curtiss-Wright
CW
$27.1B
$465K 0.03%
+683
CRDO icon
353
Credo Technology Group
CRDO
$38.2B
$447K 0.03%
4,758
HON icon
354
Honeywell
HON
$136B
$446K 0.03%
1,971
+377
FICO icon
355
Fair Isaac
FICO
$26.4B
$442K 0.03%
414
+134
GLW icon
356
Corning
GLW
$153B
$439K 0.03%
+3,227
SNDK
357
Sandisk
SNDK
$231B
$431K 0.03%
+678
WBD icon
358
Warner Bros
WBD
$65.8B
$425K 0.03%
15,457
SUNB
359
Sunbelt Rentals Holdings
SUNB
$32.8B
$424K 0.03%
+6,768
CHD icon
360
Church & Dwight Co
CHD
$22.9B
$420K 0.03%
4,496
-932
MMM icon
361
3M
MMM
$80.2B
$419K 0.03%
2,882
-402
ZBRA icon
362
Zebra Technologies
ZBRA
$11.1B
$406K 0.03%
1,940
+19
SE icon
363
Sea Limited
SE
$53B
$404K 0.03%
4,878
-5,910
IR icon
364
Ingersoll Rand
IR
$28.3B
$362K 0.02%
4,521
CBOE icon
365
Cboe Global Markets
CBOE
$29.5B
$360K 0.02%
1,279
+1,030
DSGX icon
366
Descartes Systems
DSGX
$6.47B
$359K 0.02%
+5,025
AZO icon
367
AutoZone
AZO
$51B
$358K 0.02%
106
AJG icon
368
Arthur J. Gallagher & Co
AJG
$55.5B
$358K 0.02%
1,652
OKE icon
369
Oneok
OKE
$55.6B
$356K 0.02%
3,931
-6,595
FTAI icon
370
FTAI Aviation
FTAI
$24B
$355K 0.02%
+1,447
HOLX
371
DELISTED
Hologic
HOLX
$353K 0.02%
4,668
-25
PHM icon
372
Pultegroup
PHM
$22.6B
$352K 0.02%
2,991
RBA icon
373
RB Global
RBA
$19.5B
$352K 0.02%
3,677
CSGP icon
374
CoStar Group
CSGP
$13.8B
$346K 0.02%
8,565
CCEP icon
375
Coca-Cola Europacific Partners
CCEP
$41.9B
$340K 0.02%
3,753
+3,714
13 14
15
16 17