PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$383K 0.03%
9,619
+90
352
$379K 0.03%
5,377
353
$375K 0.03%
3,338
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354
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4,521
355
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5,365
-4,833
356
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5,568
357
$356K 0.03%
3,908
358
$351K 0.03%
3,082
-1,608
359
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24,391
360
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361
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21,762
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572
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365
$328K 0.03%
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366
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368
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369
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1,526
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370
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12,234
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4,692
372
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2,991
-1,775
373
$307K 0.03%
+10,652
374
$297K 0.03%
1,650
375
$296K 0.02%
3,002
+15
13 14
15
16 17