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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$457K 0.03%
5,218
-4,445
352
$451K 0.03%
4,405
-9,601
353
$449K 0.03%
5,668
+3
354
$446K 0.03%
2,970
+1,621
355
$437K 0.03%
6,227
+1,667
356
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1,359
-2,122
357
$413K 0.03%
1,874
-4,115
358
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5,377
359
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3,908
360
$404K 0.03%
2,054
-869
361
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+5,932
362
$392K 0.03%
5,789
-11,461
363
$391K 0.03%
4,589
+5
364
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4,167
-2,840
365
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2,729
366
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5,739
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368
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4,521
369
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24,391
370
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1,594
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371
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9,676
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$358K 0.03%
4,469
-3,004
373
$355K 0.03%
4,693
+1
374
$353K 0.03%
+1,687
375
$351K 0.03%
3,343
+5
13 14
15
16 17