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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$228K 0.02%
6,400
377
$227K 0.02%
3,044
378
$226K 0.02%
+77,766
379
$225K 0.02%
+948
380
$220K 0.02%
2,665
381
$212K 0.02%
2,264
382
$210K 0.02%
3,010
383
$207K 0.02%
+14,509
384
$197K 0.02%
1,661
385
$197K 0.02%
4,456
+3,731
386
$197K 0.02%
2,722
+2,252
387
$194K 0.02%
621
388
$189K 0.02%
1,751
+9
389
$188K 0.02%
+3,686
390
$179K 0.01%
+3,288
391
$179K 0.01%
+3,789
392
$176K 0.01%
1,140
393
$173K 0.01%
425
+296
394
$171K 0.01%
2,704
+2,359
395
$170K 0.01%
5,819
+2,265
396
$167K 0.01%
5,035
-70
397
$163K 0.01%
1,883
398
$157K 0.01%
13,177
+1,508
399
$154K 0.01%
3,863
+3,273
400
$153K 0.01%
356
-2
14 15
16
17 18