PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
ROKU icon
351
Roku
ROKU
$14.1B
$457K 0.03%
5,218
-4,445
CCI icon
352
Crown Castle
CCI
$42.5B
$451K 0.03%
4,405
-9,601
PFG icon
353
Principal Financial Group
PFG
$17.6B
$449K 0.03%
5,668
+3
RDDT icon
354
Reddit
RDDT
$36.9B
$446K 0.03%
2,970
+1,621
MCHP icon
355
Microchip Technology
MCHP
$34.8B
$437K 0.03%
6,227
+1,667
WTW icon
356
Willis Towers Watson
WTW
$32.6B
$415K 0.03%
1,359
-2,122
CHKP icon
357
Check Point Software Technologies
CHKP
$20.9B
$413K 0.03%
1,874
-4,115
NTNX icon
358
Nutanix
NTNX
$18.5B
$410K 0.03%
5,377
FWONK icon
359
Liberty Media Series C
FWONK
$24.4B
$407K 0.03%
3,908
MANH icon
360
Manhattan Associates
MANH
$11.8B
$404K 0.03%
2,054
-869
SWK icon
361
Stanley Black & Decker
SWK
$10.7B
$400K 0.03%
+5,932
XYZ
362
Block Inc
XYZ
$46.3B
$392K 0.03%
5,789
-11,461
AIG icon
363
American International
AIG
$43.7B
$391K 0.03%
4,589
+5
HOOD icon
364
Robinhood
HOOD
$113B
$389K 0.03%
4,167
-2,840
DVA icon
365
DaVita
DVA
$9.23B
$387K 0.03%
2,729
BBY icon
366
Best Buy
BBY
$17.1B
$384K 0.03%
5,739
-2,582
HUM icon
367
Humana
HUM
$34.6B
$379K 0.03%
1,554
IR icon
368
Ingersoll Rand
IR
$31.1B
$375K 0.03%
4,521
HST icon
369
Host Hotels & Resorts
HST
$11.6B
$373K 0.03%
24,391
HON icon
370
Honeywell
HON
$131B
$370K 0.03%
1,594
+8
OVV icon
371
Ovintiv
OVV
$9.4B
$367K 0.03%
9,676
+2
CSGP icon
372
CoStar Group
CSGP
$32.7B
$358K 0.03%
4,469
-3,004
TRMB icon
373
Trimble
TRMB
$18.8B
$355K 0.03%
4,693
+1
MDB icon
374
MongoDB
MDB
$26.4B
$353K 0.03%
+1,687
AFL icon
375
Aflac
AFL
$57.7B
$351K 0.03%
3,343
+5
13 14
15
16 17