PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSY icon
376
Bentley Systems
BSY
$10B
$338K 0.02%
9,626
WPC icon
377
W.P. Carey
WPC
$16.6B
$330K 0.02%
4,853
NOG icon
378
Northern Oil and Gas
NOG
$2.28B
$326K 0.02%
11,157
+9,168
JKHY icon
379
Jack Henry & Associates
JKHY
$9.24B
$318K 0.02%
+2,013
SNOW icon
380
Snowflake
SNOW
$82.6B
$317K 0.02%
2,102
-998
PYPL icon
381
PayPal
PYPL
$36.4B
$315K 0.02%
6,957
-26,887
TRMB icon
382
Trimble
TRMB
$12.6B
$306K 0.02%
4,693
DRI icon
383
Darden Restaurants
DRI
$22.7B
$300K 0.02%
1,530
DLTR icon
384
Dollar Tree
DLTR
$20.9B
$293K 0.02%
2,673
EFXT
385
Enerflex
EFXT
$2.95B
$288K 0.02%
13,795
+9,131
IBKR icon
386
Interactive Brokers
IBKR
$37.6B
$273K 0.02%
+4,070
CHKP icon
387
Check Point Software Technologies
CHKP
$14.1B
$266K 0.02%
1,862
-12
VLTO icon
388
Veralto
VLTO
$21.1B
$266K 0.02%
3,005
VSNT
389
Versant Media Group
VSNT
$5.69B
$255K 0.02%
+6,882
RACE icon
390
Ferrari
RACE
$61.1B
$253K 0.02%
761
+637
AR icon
391
Antero Resources
AR
$11B
$251K 0.02%
+5,911
EQR icon
392
Equity Residential
EQR
$25.6B
$251K 0.02%
4,236
SNPS icon
393
Synopsys
SNPS
$89B
$250K 0.02%
629
AFRM icon
394
Affirm
AFRM
$21.3B
$249K 0.02%
5,440
P
395
Everpure Inc
P
$24B
$249K 0.02%
4,208
-1,531
PAGP icon
396
Plains GP Holdings
PAGP
$4.84B
$246K 0.02%
10,132
DOO
397
Bombardier Recreational Products
DOO
$4.45B
$245K 0.02%
3,413
-2,519
ELV icon
398
Elevance Health
ELV
$90.2B
$235K 0.02%
803
-2,107
DPZ icon
399
Domino's
DPZ
$10.4B
$233K 0.02%
648
+394
JXN icon
400
Jackson Financial
JXN
$7.52B
$225K 0.02%
2,126
+1,801
14 15
16
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