PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$159K 0.01%
2,704
402
$152K 0.01%
2,190
-341
403
$148K 0.01%
1,070
+33
404
$147K 0.01%
707
-1,463
405
$143K 0.01%
1,349
+1,183
406
$138K 0.01%
+14,629
407
$130K 0.01%
+1,870
408
$126K 0.01%
+3,128
409
$125K 0.01%
1,127
410
$125K 0.01%
+11,562
411
$125K 0.01%
3,725
412
$123K 0.01%
265
-91
413
$122K 0.01%
2,016
414
$121K 0.01%
5,789
-8,087
415
$117K 0.01%
1,879
-466
416
$112K 0.01%
3,418
-10,551
417
$111K 0.01%
3,484
418
$110K 0.01%
880
419
$110K 0.01%
12,444
-1,068
420
$104K 0.01%
423
421
$104K 0.01%
+430
422
$103K 0.01%
176
423
$99.8K 0.01%
4,040
424
$99.5K 0.01%
+5,341
425
$98.9K 0.01%
+1,937
15 16
17
18 19