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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLTO icon
376
Veralto
VLTO
$21.9B
$301K 0.02%
3,005
TPC
377
Tutor Perini Cor
TPC
$4.47B
$300K 0.02%
4,456
-2,510
UNFI icon
378
United Natural Foods
UNFI
$2.88B
$300K 0.02%
+8,854
CIEN icon
379
Ciena
CIEN
$69.7B
$298K 0.02%
+1,266
SNPS icon
380
Synopsys
SNPS
$90.8B
$297K 0.02%
629
+536
AEO icon
381
American Eagle Outfitters
AEO
$3.15B
$295K 0.02%
+11,125
DRI icon
382
Darden Restaurants
DRI
$22.8B
$283K 0.02%
1,530
ALAB icon
383
Astera Labs
ALAB
$32.8B
$278K 0.02%
1,665
+795
SNAP icon
384
Snap
SNAP
$9.91B
$275K 0.02%
+33,969
EQR icon
385
Equity Residential
EQR
$23.1B
$268K 0.02%
4,236
WAT icon
386
Waters Corp
WAT
$32.5B
$265K 0.02%
695
JLL icon
387
Jones Lang LaSalle
JLL
$16B
$246K 0.02%
729
-896
NLY icon
388
Annaly Capital Management
NLY
$16.3B
$245K 0.02%
10,891
-29,146
ZS icon
389
Zscaler
ZS
$22.4B
$244K 0.02%
1,080
PDD icon
390
Pinduoduo
PDD
$142B
$221K 0.01%
1,940
NEM icon
391
Newmont
NEM
$121B
$221K 0.01%
+2,198
BEN icon
392
Franklin Resources
BEN
$14.3B
$217K 0.01%
9,029
PTC icon
393
PTC
PTC
$16.6B
$212K 0.01%
1,211
+18
HAL icon
394
Halliburton
HAL
$32.7B
$209K 0.01%
+7,363
XYZ
395
Block Inc
XYZ
$43.2B
$203K 0.01%
3,102
BN icon
396
Brookfield
BN
$103B
$197K 0.01%
4,261
-16,081
PAGP icon
397
Plains GP Holdings
PAGP
$4.55B
$195K 0.01%
10,132
TYL icon
398
Tyler Technologies
TYL
$14.6B
$163K 0.01%
358
VISN
399
Vistance Networks Inc
VISN
$4.28B
$163K 0.01%
8,960
ZBH icon
400
Zimmer Biomet
ZBH
$18.1B
$162K 0.01%
1,790
14 15
16
17 18