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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$348K 0.03%
12,521
-66,461
377
$343K 0.03%
3,308
378
$340K 0.03%
3,673
+790
379
$339K 0.03%
4,691
380
$339K 0.02%
4,561
381
$336K 0.02%
+789
382
$333K 0.02%
4,692
+4,685
383
$332K 0.02%
4,538
384
$330K 0.02%
5,377
+5,072
385
$329K 0.02%
13,876
+3,025
386
$313K 0.02%
448
387
$312K 0.02%
+1,465
388
$311K 0.02%
8,861
+8,829
389
$310K 0.02%
1,650
390
$305K 0.02%
2,987
+2,742
391
$293K 0.02%
5,363
392
$292K 0.02%
+7,865
393
$279K 0.02%
1,490
394
$277K 0.02%
10,346
+5,311
395
$268K 0.02%
3,010
+2,802
396
$253K 0.02%
2,630
-35
397
$251K 0.02%
1,467
398
$246K 0.02%
910
+114
399
$245K 0.02%
+9,811
400
$244K 0.02%
3,006
+2,384
14 15
16
17 18