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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$55M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

1
+$277K
2
+$242K
3
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$50.7K 0.01%
+729
377
$50.4K 0.01%
+354
378
$50.2K 0.01%
327
379
$49.7K 0.01%
1,293
-2,648
380
$49.7K 0.01%
496
+17
381
$49.5K 0.01%
1,328
+954
382
$49.4K 0.01%
+1,739
383
$49.2K 0.01%
+4,419
384
$48K 0.01%
163
385
$46.3K ﹤0.01%
1,665
-944
386
$46.1K ﹤0.01%
622
-219
387
$40.7K ﹤0.01%
+295
388
$38.3K ﹤0.01%
+4,119
389
$38.2K ﹤0.01%
291
-7
390
$37.4K ﹤0.01%
3,424
-1,605
391
$36.4K ﹤0.01%
225
+52
392
$34.6K ﹤0.01%
+900
393
$32.3K ﹤0.01%
310
394
$31.5K ﹤0.01%
227
395
$31.5K ﹤0.01%
736
396
$29.8K ﹤0.01%
917
397
$28.8K ﹤0.01%
55
398
$28.2K ﹤0.01%
4,237
399
$27.9K ﹤0.01%
248
400
$27.7K ﹤0.01%
725
-1
14 15
16
17 18