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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$323K 0.03%
+3,425
352
$322K 0.03%
+2,883
353
$306K 0.02%
2,327
-2,848
354
$302K 0.02%
3,908
355
$301K 0.02%
15,233
+12,705
356
$301K 0.02%
4,561
-3,753
357
$286K 0.02%
5,363
-3,745
358
$282K 0.02%
2,088
+298
359
$281K 0.02%
3,499
+191
360
$271K 0.02%
14,666
-13,662
361
$269K 0.02%
567
362
$261K 0.02%
+36,782
363
$261K 0.02%
+4,120
364
$259K 0.02%
2,845
+279
365
$259K 0.02%
1,467
366
$252K 0.02%
3,141
-1,118
367
$252K 0.02%
137
-247
368
$245K 0.02%
+7,978
369
$244K 0.02%
1,490
370
$244K 0.02%
902
-176
371
$239K 0.02%
10,851
+5,367
372
$238K 0.02%
448
373
$236K 0.02%
3,380
+2,498
374
$235K 0.02%
+1,984
375
$230K 0.02%
796
-3,216
13 14
15
16 17