PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JLL icon
401
Jones Lang LaSalle
JLL
$13.7B
$222K 0.01%
729
NEE icon
402
NextEra Energy
NEE
$179B
$202K 0.01%
+2,170
PDD icon
403
Pinduoduo
PDD
$121B
$198K 0.01%
1,940
FNF icon
404
Fidelity National Financial
FNF
$12.8B
$195K 0.01%
+4,203
BN icon
405
Brookfield
BN
$99.6B
$192K 0.01%
4,763
+502
EAT icon
406
Brinker International
EAT
$6.02B
$183K 0.01%
+1,281
TRI icon
407
Thomson Reuters
TRI
$37.6B
$181K 0.01%
1,979
-15,285
FIS icon
408
Fidelity National Information Services
FIS
$21.2B
$178K 0.01%
3,792
+1,838
RDDT icon
409
Reddit
RDDT
$33.4B
$178K 0.01%
1,321
PTC icon
410
PTC
PTC
$15.8B
$173K 0.01%
1,211
MPC icon
411
Marathon Petroleum
MPC
$76.5B
$171K 0.01%
699
+399
RNG icon
412
RingCentral
RNG
$3.55B
$167K 0.01%
4,499
+2,858
HUM icon
413
Humana
HUM
$42B
$166K 0.01%
956
-598
AEO icon
414
American Eagle Outfitters
AEO
$2.75B
$164K 0.01%
9,789
-1,336
ZBH icon
415
Zimmer Biomet
ZBH
$16.9B
$162K 0.01%
1,790
EXEL icon
416
Exelixis
EXEL
$13.2B
$153K 0.01%
3,565
-5,852
ZS icon
417
Zscaler
ZS
$21.1B
$152K 0.01%
1,080
KSS icon
418
Kohl's
KSS
$1.74B
$149K 0.01%
11,538
+9,468
ACI icon
419
Albertsons Companies
ACI
$8.09B
$147K 0.01%
8,615
-17,820
PSX icon
420
Phillips 66
PSX
$73.4B
$144K 0.01%
789
+365
ALAB icon
421
Astera Labs
ALAB
$54.3B
$139K 0.01%
1,268
-397
BF.B icon
422
Brown-Forman Class B
BF.B
$12B
$137K 0.01%
5,171
-16,346
OTEX icon
423
Open Text
OTEX
$5.61B
$135K 0.01%
6,086
+3,241
TRGP icon
424
Targa Resources
TRGP
$56.7B
$129K 0.01%
+516
HAS icon
425
Hasbro
HAS
$11.9B
$125K 0.01%
1,340
+678
15 16
17
18 19