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
$1.19B
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
BSY icon
351
Bentley Systems
BSY
$15.9B
$383K 0.03%
9,619
+90
NTNX icon
352
Nutanix
NTNX
$18.7B
$379K 0.03%
5,377
AFL icon
353
Aflac
AFL
$57.9B
$375K 0.03%
3,338
+30
IR icon
354
Ingersoll Rand
IR
$31.6B
$366K 0.03%
4,521
EL icon
355
Estee Lauder
EL
$35.5B
$358K 0.03%
5,365
-4,833
CARR icon
356
Carrier Global
CARR
$48.6B
$357K 0.03%
5,568
FWONK icon
357
Liberty Media Series C
FWONK
$24.3B
$356K 0.03%
3,908
NET icon
358
Cloudflare
NET
$74.2B
$351K 0.03%
3,082
-1,608
HST icon
359
Host Hotels & Resorts
HST
$11.4B
$350K 0.03%
24,391
HON icon
360
Honeywell
HON
$140B
$339K 0.03%
1,586
-1,619
TEVA icon
361
Teva Pharmaceuticals
TEVA
$21.8B
$338K 0.03%
21,762
-24,495
DOCS icon
362
Doximity
DOCS
$12.7B
$336K 0.03%
5,731
+1,860
CEG icon
363
Constellation Energy
CEG
$114B
$334K 0.03%
1,637
-243
HUBS icon
364
HubSpot
HUBS
$25.1B
$330K 0.03%
572
+124
PAGP icon
365
Plains GP Holdings
PAGP
$3.44B
$328K 0.03%
15,203
-20,609
TTD icon
366
Trade Desk
TTD
$26.5B
$327K 0.03%
5,918
-11,525
COO icon
367
Cooper Companies
COO
$14.9B
$326K 0.03%
3,827
EW icon
368
Edwards Lifesciences
EW
$44.6B
$324K 0.03%
4,425
-136
DRI icon
369
Darden Restaurants
DRI
$21.8B
$320K 0.03%
1,526
+36
YOU icon
370
Clear Secure
YOU
$3.11B
$320K 0.03%
12,234
+1,888
TRMB icon
371
Trimble
TRMB
$19B
$311K 0.03%
4,692
PHM icon
372
Pultegroup
PHM
$24.3B
$311K 0.03%
2,991
-1,775
KMI icon
373
Kinder Morgan
KMI
$58.3B
$307K 0.03%
+10,652
AVY icon
374
Avery Dennison
AVY
$12.8B
$297K 0.03%
1,650
VLTO icon
375
Veralto
VLTO
$25.8B
$296K 0.02%
3,002
+15
13 14
15
16 17