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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$429K 0.03%
21,063
-4,204
352
$429K 0.03%
24,391
353
$422K 0.03%
1,880
354
$410K 0.03%
4,521
355
$410K 0.03%
2,729
356
$409K 0.03%
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357
$402K 0.03%
+2,925
358
$401K 0.03%
8,227
359
$399K 0.03%
848
360
$396K 0.03%
1,554
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361
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362
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363
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3,075
364
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21,147
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365
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366
$368K 0.03%
2,993
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367
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368
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369
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370
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371
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5,128
+4,879
372
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373
$358K 0.03%
5,000
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374
$353K 0.03%
3,827
375
$350K 0.03%
2,768
+331
13 14
15
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