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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
Z icon
401
Zillow
Z
$16.6B
$167K 0.01%
2,190
O icon
402
Realty Income
O
$56.6B
$163K 0.01%
2,704
DLTR icon
403
Dollar Tree
DLTR
$26.7B
$161K 0.01%
+1,720
EXR icon
404
Extra Space Storage
EXR
$31.6B
$153K 0.01%
1,093
VISN
405
Vistance Networks Inc
VISN
$3.99B
$138K 0.01%
+8,960
DOO
406
Bombardier Recreational Products
DOO
$5.74B
$134K 0.01%
+2,221
VTR icon
407
Ventas
VTR
$36.9B
$130K 0.01%
1,870
GRAB icon
408
Grab
GRAB
$18.4B
$128K 0.01%
21,468
+637
AER icon
409
AerCap
AER
$24.3B
$128K 0.01%
+1,063
FNV icon
410
Franco-Nevada
FNV
$47B
$127K 0.01%
574
-6,460
WMB icon
411
Williams Companies
WMB
$75.2B
$127K 0.01%
2,016
YOU icon
412
Clear Secure
YOU
$3.41B
$122K 0.01%
3,689
+919
PSX icon
413
Phillips 66
PSX
$55.7B
$119K 0.01%
880
RRC icon
414
Range Resources
RRC
$8.27B
$117K 0.01%
3,143
CVAC
415
DELISTED
CureVac
CVAC
$116K 0.01%
21,715
BMO icon
416
Bank of Montreal
BMO
$96.7B
$114K 0.01%
880
CRBG icon
417
Corebridge Financial
CRBG
$15.4B
$111K 0.01%
3,484
DOCS icon
418
Doximity
DOCS
$7.74B
$110K 0.01%
1,516
-3,413
DPZ icon
419
Domino's
DPZ
$13.1B
$109K 0.01%
254
ARE icon
420
Alexandria Real Estate Equities
ARE
$9.88B
$107K 0.01%
1,295
-8,074
OTEX icon
421
Open Text
OTEX
$7.26B
$106K 0.01%
2,845
CHWY icon
422
Chewy
CHWY
$13.7B
$104K 0.01%
2,585
-838
CHD icon
423
Church & Dwight Co
CHD
$21.8B
$98.1K 0.01%
1,128
GOOS
424
Canada Goose Holdings
GOOS
$1.25B
$88.2K 0.01%
+6,455
GRMN icon
425
Garmin
GRMN
$40.7B
$86.7K 0.01%
355