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
$1.19B
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
HOOD icon
376
Robinhood
HOOD
$119B
$295K 0.02%
7,007
-10,665
HOLX icon
377
Hologic
HOLX
$16.4B
$293K 0.02%
4,691
TECH icon
378
Bio-Techne
TECH
$10.3B
$281K 0.02%
+4,739
ACGL icon
379
Arch Capital
ACGL
$32.6B
$274K 0.02%
2,822
-851
DT icon
380
Dynatrace
DT
$15.1B
$256K 0.02%
5,363
NBIX icon
381
Neurocrine Biosciences
NBIX
$14.2B
$255K 0.02%
2,282
-8,562
DUK icon
382
Duke Energy
DUK
$99B
$239K 0.02%
1,935
FIS icon
383
Fidelity National Information Services
FIS
$35.3B
$232K 0.02%
3,079
+73
PDD icon
384
Pinduoduo
PDD
$189B
$232K 0.02%
1,940
DAY icon
385
Dayforce
DAY
$10.8B
$228K 0.02%
3,865
-5,936
NGD
386
New Gold Inc
NGD
$5.11B
$224K 0.02%
60,054
+14,238
MCHP icon
387
Microchip Technology
MCHP
$35.1B
$223K 0.02%
4,560
-13,152
EXEL icon
388
Exelixis
EXEL
$10.2B
$216K 0.02%
+5,797
BXP icon
389
Boston Properties
BXP
$11.7B
$213K 0.02%
3,141
NVMI icon
390
Nova
NVMI
$10.1B
$208K 0.02%
+1,130
AIZ icon
391
Assurant
AIZ
$10.7B
$207K 0.02%
976
GIL icon
392
Gildan
GIL
$9.06B
$206K 0.02%
4,619
+4,030
GIB icon
393
CGI
GIB
$19.7B
$204K 0.02%
+2,020
ZBH icon
394
Zimmer Biomet
ZBH
$20.4B
$200K 0.02%
1,751
EFXT
395
Enerflex
EFXT
$1.47B
$195K 0.02%
24,936
-51,897
IDCC icon
396
InterDigital
IDCC
$9.66B
$191K 0.02%
+916
DFS
397
DELISTED
Discover Financial Services
DFS
$191K 0.02%
+1,108
BKE icon
398
Buckle
BKE
$2.86B
$190K 0.02%
4,907
-2,159
GEHC icon
399
GE HealthCare
GEHC
$35.3B
$188K 0.02%
2,309
+45
DG icon
400
Dollar General
DG
$22.7B
$160K 0.01%
1,798
14 15
16
17 18