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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$82.9K 0.01%
4,092
352
$82.2K 0.01%
+675
353
$80.5K 0.01%
+777
354
$78.8K 0.01%
195
+52
355
$77.7K 0.01%
1,060
+1,035
356
$77.2K 0.01%
+420
357
$76.5K 0.01%
1,080
+452
358
$74.8K 0.01%
+176
359
$73.4K 0.01%
27,807
+16,155
360
$72.9K 0.01%
570
+11
361
$72.1K 0.01%
468
362
$67.3K 0.01%
1,825
363
$65.2K 0.01%
21,524
+14,551
364
$64.7K 0.01%
+882
365
$61.9K 0.01%
4,953
-2,148
366
$60.5K 0.01%
300
-1,617
367
$56.9K 0.01%
129
-4
368
$56.5K 0.01%
3,554
369
$56.3K 0.01%
220
370
$55.9K 0.01%
446
+69
371
$54.9K 0.01%
+624
372
$54.1K 0.01%
1,965
+533
373
$53.4K 0.01%
651
374
$52.8K 0.01%
398
375
$50.7K 0.01%
256
-26
13 14
15
16 17