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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27.1K ﹤0.01%
808
-26
402
$26.6K ﹤0.01%
+1,032
403
$26.3K ﹤0.01%
1,742
404
$25.2K ﹤0.01%
117
+53
405
$23.7K ﹤0.01%
126
406
$22.5K ﹤0.01%
606
407
$22.4K ﹤0.01%
182
-307
408
$21.7K ﹤0.01%
245
409
$21.2K ﹤0.01%
86
410
$20.8K ﹤0.01%
309
411
$20.2K ﹤0.01%
327
-543
412
$20K ﹤0.01%
904
+700
413
$20K ﹤0.01%
+302
414
$18.7K ﹤0.01%
+345
415
$18.3K ﹤0.01%
531
416
$17.6K ﹤0.01%
906
+405
417
$17.2K ﹤0.01%
700
418
$16.8K ﹤0.01%
+91
419
$16.3K ﹤0.01%
750
-805
420
$16.2K ﹤0.01%
254
+48
421
$15.8K ﹤0.01%
1,116
422
$15.7K ﹤0.01%
244
423
$15.4K ﹤0.01%
1,530
424
$14.4K ﹤0.01%
488
425
$14.4K ﹤0.01%
400
15 16
17
18 19