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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$88.5K 0.01%
176
377
$87.6K 0.01%
227
+172
378
$86.8K 0.01%
4,092
379
$86K 0.01%
862
380
$85.4K 0.01%
2,810
381
$81.5K 0.01%
651
-24
382
$80.4K 0.01%
391
383
$75.8K 0.01%
1,080
384
$72.1K 0.01%
1,060
385
$71.4K 0.01%
420
386
$68.5K 0.01%
2,267
+939
387
$65.1K 0.01%
920
+666
388
$64.3K 0.01%
4,953
389
$63.1K 0.01%
467
+242
390
$62K 0.01%
399
-783
391
$61.8K 0.01%
+3,977
392
$60.4K 0.01%
4,760
-35,218
393
$58.5K 0.01%
425
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394
$56.3K 0.01%
882
395
$55.5K 0.01%
277
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396
$55.5K 0.01%
398
397
$52K ﹤0.01%
300
398
$50.7K ﹤0.01%
321
-5,818
399
$49.8K ﹤0.01%
249
-7
400
$49.7K ﹤0.01%
129
14 15
16
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