PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDY icon
351
monday.com
MNDY
$5.05B
$434K 0.03%
2,259
FICO icon
352
Fair Isaac
FICO
$33B
$416K 0.03%
280
-5
HUM icon
353
Humana
HUM
$23.3B
$401K 0.03%
1,554
NTNX icon
354
Nutanix
NTNX
$10.9B
$397K 0.03%
5,377
MCHP icon
355
Microchip Technology
MCHP
$41.1B
$397K 0.03%
6,227
AFRM icon
356
Affirm
AFRM
$19B
$395K 0.03%
5,440
+5,393
PHM icon
357
Pultegroup
PHM
$26B
$392K 0.03%
2,991
EXEL icon
358
Exelixis
EXEL
$11.8B
$386K 0.03%
9,417
+3,243
CHKP icon
359
Check Point Software Technologies
CHKP
$19.4B
$385K 0.03%
1,874
TRMB icon
360
Trimble
TRMB
$15.7B
$380K 0.03%
4,693
CSGP icon
361
CoStar Group
CSGP
$21.3B
$374K 0.03%
4,469
IR icon
362
Ingersoll Rand
IR
$38.9B
$371K 0.03%
4,521
AFL icon
363
Aflac
AFL
$60.8B
$371K 0.03%
3,343
UNP icon
364
Union Pacific
UNP
$150B
$366K 0.02%
1,561
+1,478
FWONK icon
365
Liberty Media Series C
FWONK
$21.3B
$365K 0.02%
3,518
-390
DVA icon
366
DaVita
DVA
$9.41B
$360K 0.02%
2,729
AIG icon
367
American International
AIG
$41.4B
$358K 0.02%
4,589
EW icon
368
Edwards Lifesciences
EW
$45.7B
$342K 0.02%
4,425
HON icon
369
Honeywell
HON
$151B
$333K 0.02%
1,594
NBIX icon
370
Neurocrine Biosciences
NBIX
$14.1B
$322K 0.02%
2,309
+27
ZS icon
371
Zscaler
ZS
$26.7B
$321K 0.02%
1,080
VLTO icon
372
Veralto
VLTO
$22.5B
$318K 0.02%
3,005
HOLX icon
373
Hologic
HOLX
$16.7B
$314K 0.02%
4,693
HBM icon
374
Hudbay
HBM
$9.8B
$302K 0.02%
20,117
+12,134
RDDT icon
375
Reddit
RDDT
$26.7B
$302K 0.02%
1,321
-1,649
13 14
15
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