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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDY icon
351
monday.com
MNDY
$6.47B
$434K 0.03%
2,259
FICO icon
352
Fair Isaac
FICO
$36.1B
$416K 0.03%
280
-5
HUM icon
353
Humana
HUM
$32.3B
$401K 0.03%
1,554
NTNX icon
354
Nutanix
NTNX
$11.4B
$397K 0.03%
5,377
MCHP icon
355
Microchip Technology
MCHP
$40.7B
$397K 0.03%
6,227
AFRM icon
356
Affirm
AFRM
$23.6B
$395K 0.03%
5,440
+5,393
PHM icon
357
Pultegroup
PHM
$25.1B
$392K 0.03%
2,991
EXEL icon
358
Exelixis
EXEL
$11.9B
$386K 0.03%
9,417
+3,243
CHKP icon
359
Check Point Software Technologies
CHKP
$18.8B
$385K 0.03%
1,874
TRMB icon
360
Trimble
TRMB
$16.6B
$380K 0.03%
4,693
CSGP icon
361
CoStar Group
CSGP
$26.7B
$374K 0.03%
4,469
IR icon
362
Ingersoll Rand
IR
$34.9B
$371K 0.03%
4,521
AFL icon
363
Aflac
AFL
$56.5B
$371K 0.03%
3,343
UNP icon
364
Union Pacific
UNP
$135B
$366K 0.02%
1,561
+1,478
FWONK icon
365
Liberty Media Series C
FWONK
$22.3B
$365K 0.02%
3,518
-390
DVA icon
366
DaVita
DVA
$7.49B
$360K 0.02%
2,729
AIG icon
367
American International
AIG
$38.8B
$358K 0.02%
4,589
EW icon
368
Edwards Lifesciences
EW
$49.2B
$342K 0.02%
4,425
HON icon
369
Honeywell
HON
$138B
$333K 0.02%
1,594
NBIX icon
370
Neurocrine Biosciences
NBIX
$13.5B
$322K 0.02%
2,309
+27
ZS icon
371
Zscaler
ZS
$33.2B
$321K 0.02%
1,080
VLTO icon
372
Veralto
VLTO
$25.1B
$318K 0.02%
3,005
HOLX icon
373
Hologic
HOLX
$16.8B
$314K 0.02%
4,693
HBM icon
374
Hudbay
HBM
$9.75B
$302K 0.02%
20,117
+12,134
RDDT icon
375
Reddit
RDDT
$40.2B
$302K 0.02%
1,321
-1,649
13 14
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