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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$49.2K ﹤0.01%
220
402
$49K ﹤0.01%
413
+288
403
$46.9K ﹤0.01%
622
404
$44.1K ﹤0.01%
+2,528
405
$42.7K ﹤0.01%
+5,471
406
$41.8K ﹤0.01%
+999
407
$41.3K ﹤0.01%
6,044
+2,620
408
$39.7K ﹤0.01%
321
+30
409
$39.6K ﹤0.01%
21,524
410
$39K ﹤0.01%
327
411
$35.1K ﹤0.01%
+1,240
412
$33.4K ﹤0.01%
293
-203
413
$32.1K ﹤0.01%
310
414
$30.7K ﹤0.01%
214
-140
415
$30.1K ﹤0.01%
227
416
$29.8K ﹤0.01%
+873
417
$29.3K ﹤0.01%
248
418
$28.7K ﹤0.01%
1,614
-51
419
$27.5K ﹤0.01%
+470
420
$27.2K ﹤0.01%
+2,531
421
$27K ﹤0.01%
725
422
$26.5K ﹤0.01%
917
423
$25.5K ﹤0.01%
590
+485
424
$25.5K ﹤0.01%
4,237
425
$23.4K ﹤0.01%
245
15 16
17
18 19