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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.61K 0.01%
+204
377
$5.44K 0.01%
+33
378
$5.37K 0.01%
+73
379
$5.09K 0.01%
+56
380
$4.73K 0.01%
+34
381
$4.67K 0.01%
+140
382
$4.61K 0.01%
+63
383
$4.47K 0.01%
+31
384
$4.3K 0.01%
+11
385
$4.24K 0.01%
+71
386
$4.11K 0.01%
+126
387
$3.7K ﹤0.01%
+163
388
$3.57K ﹤0.01%
+32
389
$3.28K ﹤0.01%
+38
390
$3.19K ﹤0.01%
+21
391
$3.14K ﹤0.01%
+81
392
$3.12K ﹤0.01%
+171
393
$2.88K ﹤0.01%
+40
394
$2.7K ﹤0.01%
+57
395
$2.67K ﹤0.01%
+34
396
$2.62K ﹤0.01%
+23
397
$2.61K ﹤0.01%
+69
398
$2.49K ﹤0.01%
+18
399
$2.45K ﹤0.01%
+55
400
$2.42K ﹤0.01%
+18
14 15
16
17 18