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
$81.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$5.22M
3 +$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$12.5K 0.02%
+206
352
$12.4K 0.02%
+125
353
$12.4K 0.02%
+75
354
$12K 0.01%
+99
355
$12K 0.01%
+61
356
$11.7K 0.01%
+220
357
$11.3K 0.01%
+103
358
$11K 0.01%
+29
359
$10.7K 0.01%
+1,824
360
$10.6K 0.01%
+99
361
$10.5K 0.01%
+242
362
$10.2K 0.01%
+902
363
$8.94K 0.01%
+133
364
$8.42K 0.01%
+220
365
$8.37K 0.01%
+83
366
$8.34K 0.01%
+37
367
$7.93K 0.01%
+164
368
$7.87K 0.01%
+70
369
$7.4K 0.01%
+32
370
$7.37K 0.01%
+16
371
$7.25K 0.01%
+30
372
$7.24K 0.01%
+56
373
$7.24K 0.01%
+146
374
$6.76K 0.01%
+289
375
$6.54K 0.01%
+230