PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

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
+30
354
$366K 0.03%
4,521
355
$358K 0.03%
5,365
-4,833
356
$357K 0.03%
5,568
357
$356K 0.03%
3,908
358
$351K 0.03%
3,082
-1,608
359
$350K 0.03%
24,391
360
$339K 0.03%
1,586
-1,619
361
$338K 0.03%
21,762
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362
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5,731
+1,860
363
$334K 0.03%
1,637
-243
364
$330K 0.03%
572
+124
365
$328K 0.03%
15,203
-20,609
366
$327K 0.03%
5,918
-11,525
367
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3,827
368
$324K 0.03%
4,425
-136
369
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1,526
+36
370
$320K 0.03%
12,234
+1,888
371
$311K 0.03%
4,692
372
$311K 0.03%
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