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

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
EW icon
376
Edwards Lifesciences
EW
$45.1B
$345K 0.03%
4,425
ZS icon
377
Zscaler
ZS
$48.7B
$338K 0.03%
1,080
+890
DRI icon
378
Darden Restaurants
DRI
$21.8B
$332K 0.03%
1,530
+4
BIO icon
379
Bio-Rad Laboratories Class A
BIO
$9.04B
$317K 0.02%
1,317
+894
PHM icon
380
Pultegroup
PHM
$23.7B
$314K 0.02%
2,991
HOLX icon
381
Hologic
HOLX
$16.4B
$305K 0.02%
4,693
+2
VRT icon
382
Vertiv
VRT
$65.5B
$303K 0.02%
2,368
-3,954
VLTO icon
383
Veralto
VLTO
$25.8B
$302K 0.02%
3,005
+3
DOCS icon
384
Doximity
DOCS
$12.4B
$301K 0.02%
4,929
-802
LNG icon
385
Cheniere Energy
LNG
$49.3B
$298K 0.02%
1,229
+1,199
AVY icon
386
Avery Dennison
AVY
$14B
$289K 0.02%
1,651
+1
NBIX icon
387
Neurocrine Biosciences
NBIX
$14B
$286K 0.02%
2,282
RAL
388
Ralliant Corp
RAL
$4.78B
$277K 0.02%
+5,740
KMI icon
389
Kinder Morgan
KMI
$61.2B
$275K 0.02%
9,383
-1,269
COO icon
390
Cooper Companies
COO
$14.8B
$271K 0.02%
3,827
EXEL icon
391
Exelixis
EXEL
$9.71B
$271K 0.02%
6,174
+377
BF.B icon
392
Brown-Forman Class B
BF.B
$13.3B
$253K 0.02%
9,427
+9,401
FIS icon
393
Fidelity National Information Services
FIS
$35.5B
$250K 0.02%
3,086
+7
RCL icon
394
Royal Caribbean
RCL
$86.4B
$244K 0.02%
782
+75
TECH icon
395
Bio-Techne
TECH
$9.93B
$243K 0.02%
4,739
DUK icon
396
Duke Energy
DUK
$100B
$227K 0.02%
1,935
DAY icon
397
Dayforce
DAY
$10.8B
$213K 0.02%
3,865
BXP icon
398
Boston Properties
BXP
$11.6B
$211K 0.02%
3,141
DG icon
399
Dollar General
DG
$22.8B
$205K 0.02%
1,798
PAYC icon
400
Paycom
PAYC
$11.4B
$203K 0.02%
879
-1,091
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