PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$295K 0.02%
7,007
-10,665
377
$293K 0.02%
4,691
378
$281K 0.02%
+4,739
379
$274K 0.02%
2,822
-851
380
$256K 0.02%
5,363
381
$255K 0.02%
2,282
-8,562
382
$239K 0.02%
1,935
383
$232K 0.02%
3,079
+73
384
$232K 0.02%
1,940
385
$228K 0.02%
3,865
-5,936
386
$224K 0.02%
60,054
+14,238
387
$223K 0.02%
4,560
-13,152
388
$216K 0.02%
+5,797
389
$213K 0.02%
3,141
390
$208K 0.02%
+1,130
391
$207K 0.02%
976
392
$206K 0.02%
4,619
+4,030
393
$204K 0.02%
+2,020
394
$200K 0.02%
1,751
395
$195K 0.02%
24,936
-51,897
396
$191K 0.02%
+916
397
$191K 0.02%
+1,108
398
$190K 0.02%
4,907
-2,159
399
$188K 0.02%
2,309
+45
400
$160K 0.01%
1,798
14 15
16
17 18