PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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 36.14%
2 Financials 13.16%
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
DRI icon
376
Darden Restaurants
DRI
$23.8B
$289K 0.02%
1,530
NRG icon
377
NRG Energy
NRG
$28.9B
$275K 0.02%
1,712
+1,679
EQR icon
378
Equity Residential
EQR
$23.4B
$272K 0.02%
+4,236
AVY icon
379
Avery Dennison
AVY
$14.3B
$266K 0.02%
1,651
COO icon
380
Cooper Companies
COO
$16.2B
$260K 0.02%
3,827
PDD icon
381
Pinduoduo
PDD
$152B
$254K 0.02%
1,940
REVG icon
382
REV Group
REVG
$3.29B
$253K 0.02%
+4,495
RCL icon
383
Royal Caribbean
RCL
$75.3B
$251K 0.02%
782
PTC icon
384
PTC
PTC
$19.3B
$240K 0.02%
+1,193
DUK icon
385
Duke Energy
DUK
$92.6B
$238K 0.02%
1,935
UPS icon
386
United Parcel Service
UPS
$92B
$232K 0.02%
2,798
-2,793
BXP icon
387
Boston Properties
BXP
$10.6B
$232K 0.02%
3,141
DG icon
388
Dollar General
DG
$32.4B
$225K 0.02%
2,191
+393
XYZ
389
Block Inc
XYZ
$39.6B
$222K 0.02%
3,102
-2,687
STWD icon
390
Starwood Property Trust
STWD
$6.75B
$220K 0.01%
+11,443
BEN icon
391
Franklin Resources
BEN
$13.1B
$207K 0.01%
9,029
-12,034
WAT icon
392
Waters Corp
WAT
$23.1B
$207K 0.01%
+695
FIS icon
393
Fidelity National Information Services
FIS
$32B
$202K 0.01%
3,086
TYL icon
394
Tyler Technologies
TYL
$18.7B
$186K 0.01%
358
+182
PAGP icon
395
Plains GP Holdings
PAGP
$4.06B
$183K 0.01%
10,132
PAYC icon
396
Paycom
PAYC
$8.22B
$182K 0.01%
879
M icon
397
Macy's
M
$5.7B
$181K 0.01%
+10,181
CALM icon
398
Cal-Maine
CALM
$3.71B
$180K 0.01%
+1,932
ZBH icon
399
Zimmer Biomet
ZBH
$17.4B
$175K 0.01%
1,790
+38
ALAB icon
400
Astera Labs
ALAB
$30.5B
$169K 0.01%
+870
14 15
16
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