PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.46M
3 +$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1 +$2.19M
2 +$2.11M
3 +$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AER icon
401
AerCap
AER
$22.1B
$154K 0.01%
1,063
O icon
402
Realty Income
O
$60.6B
$153K 0.01%
2,704
TTD icon
403
Trade Desk
TTD
$13.9B
$153K 0.01%
4,004
+2,245
HALO icon
404
Halozyme
HALO
$7.95B
$153K 0.01%
+2,257
Z icon
405
Zillow
Z
$11B
$150K 0.01%
2,190
VTR icon
406
Ventas
VTR
$40.3B
$145K 0.01%
1,870
EXR icon
407
Extra Space Storage
EXR
$31B
$143K 0.01%
1,093
PAYC icon
408
Paycom
PAYC
$7.34B
$141K 0.01%
879
UNP icon
409
Union Pacific
UNP
$151B
$136K 0.01%
586
-975
TSCO icon
410
Tractor Supply
TSCO
$26.4B
$132K 0.01%
+2,622
FIS icon
411
Fidelity National Information Services
FIS
$26.5B
$130K 0.01%
1,954
-1,132
MICC
412
The Magnum Ice Cream Company N.V.
MICC
$9.36B
$127K 0.01%
+8,012
BMRN icon
413
BioMarin Pharmaceuticals
BMRN
$11.8B
$121K 0.01%
2,024
-24,793
GRAB icon
414
Grab
GRAB
$16.3B
$108K 0.01%
21,468
NRG icon
415
NRG Energy
NRG
$33.1B
$107K 0.01%
668
-1,044
DPZ icon
416
Domino's
DPZ
$13.7B
$106K 0.01%
254
CRBG icon
417
Corebridge Financial
CRBG
$12.2B
$106K 0.01%
3,484
DAN icon
418
Dana Inc
DAN
$3.56B
$106K 0.01%
+4,422
MCHP icon
419
Microchip Technology
MCHP
$35B
$101K 0.01%
1,578
-4,649
OTEX icon
420
Open Text
OTEX
$6.41B
$93.2K 0.01%
2,845
TEVA icon
421
Teva Pharmaceuticals
TEVA
$36.2B
$90.6K 0.01%
2,889
-86
GOOS
422
Canada Goose Holdings
GOOS
$1.09B
$84.2K 0.01%
6,455
INDV icon
423
Indivior Pharmaceuticals
INDV
$4.03B
$78.7K 0.01%
2,183
FSM icon
424
Fortuna Silver Mines
FSM
$3.52B
$74.3K ﹤0.01%
+7,537
EFXT
425
Enerflex
EFXT
$2.64B
$72.3K ﹤0.01%
4,664
+3,730