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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$235K 0.02%
1,315
402
$234K 0.02%
3,141
403
$227K 0.02%
3,044
404
$212K 0.02%
+4,918
405
$211K 0.02%
621
406
$209K 0.02%
1,935
-1,530
407
$209K 0.02%
976
-1,719
408
$207K 0.02%
+3,871
409
$202K 0.01%
3,814
+3,650
410
$200K 0.01%
+4,287
411
$200K 0.01%
3,010
412
$191K 0.01%
4,816
+3,912
413
$189K 0.01%
+1,940
414
$188K 0.01%
+803
415
$188K 0.01%
2,531
+2,091
416
$187K 0.01%
7,939
+7,885
417
$186K 0.01%
1,751
418
$178K 0.01%
2,264
419
$175K 0.01%
1,661
420
$174K 0.01%
1,435
-27,802
421
$171K 0.01%
32,146
-4,636
422
$169K 0.01%
+1,820
423
$166K 0.01%
6,503
-31,807
424
$166K 0.01%
+1,310
425
$159K 0.01%
+1,037
15 16
17
18 19