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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.41K ﹤0.01%
+19
402
$2.33K ﹤0.01%
+18
403
$2.26K ﹤0.01%
+8
404
$2.12K ﹤0.01%
+19
405
$1.96K ﹤0.01%
+67
406
$1.92K ﹤0.01%
+31
407
$1.89K ﹤0.01%
+25
408
$1.88K ﹤0.01%
+28
409
$1.86K ﹤0.01%
+6
410
$1.85K ﹤0.01%
+23
411
$1.85K ﹤0.01%
+21
412
$1.82K ﹤0.01%
+9
413
$1.81K ﹤0.01%
+5
414
$1.76K ﹤0.01%
+36
415
$1.72K ﹤0.01%
+3
416
$1.71K ﹤0.01%
+8
417
$1.64K ﹤0.01%
+23
418
$1.6K ﹤0.01%
+42
419
$1.53K ﹤0.01%
+19
420
$1.48K ﹤0.01%
+26
421
$1.48K ﹤0.01%
+9
422
$1.43K ﹤0.01%
+3
423
$1.42K ﹤0.01%
+6
424
$1.34K ﹤0.01%
+11
425
$1.25K ﹤0.01%
+7
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