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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$156K 0.01%
4,282
352
$155K 0.01%
2,916
353
$149K 0.01%
1,661
354
$148K 0.01%
360
+165
355
$143K 0.01%
+11,669
356
$133K 0.01%
1,036
+412
357
$132K 0.01%
741
+295
358
$131K 0.01%
1,140
359
$131K 0.01%
5,484
+3,519
360
$125K 0.01%
+2,571
361
$118K 0.01%
1,883
362
$114K 0.01%
27,374
-433
363
$109K 0.01%
9,346
+2,899
364
$107K 0.01%
990
-670
365
$106K 0.01%
2,834
+1,541
366
$104K 0.01%
910
-6,473
367
$103K 0.01%
234
368
$101K 0.01%
3,484
369
$100K 0.01%
1,110
370
$98.4K 0.01%
130
-2
371
$98K 0.01%
1,088
372
$97.1K 0.01%
+473
373
$96.8K 0.01%
3,554
374
$95.5K 0.01%
5,105
+5,057
375
$93.6K 0.01%
514
-9,564
13 14
15
16 17