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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$153K 0.01%
+737
402
$152K 0.01%
1,798
-13
403
$147K 0.01%
+7,375
404
$147K 0.01%
+8,853
405
$145K 0.01%
+6,882
406
$143K 0.01%
+5,232
407
$134K 0.01%
+975
408
$130K 0.01%
990
409
$128K 0.01%
+27,464
410
$127K 0.01%
2,810
-24
411
$127K 0.01%
3,103
+836
412
$125K 0.01%
4,020
+43
413
$122K 0.01%
+5,218
414
$119K 0.01%
134
+4
415
$119K 0.01%
356
-4
416
$118K 0.01%
1,127
+817
417
$117K 0.01%
+21,785
418
$116K 0.01%
759
+438
419
$112K 0.01%
+738
420
$110K 0.01%
1,088
421
$106K 0.01%
2,810
422
$104K 0.01%
+23,974
423
$104K 0.01%
741
424
$103K 0.01%
176
425
$101K 0.01%
3,484
15 16
17
18 19