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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
401
Pinduoduo
PDD
$191B
$202K 0.02%
1,940
SWKS icon
402
Skyworks Solutions
SWKS
$10.1B
$197K 0.01%
2,652
+2,444
PAGP icon
403
Plains GP Holdings
PAGP
$3.47B
$196K 0.01%
10,132
-5,071
AIZ icon
404
Assurant
AIZ
$11.4B
$192K 0.01%
976
FLEX icon
405
Flex
FLEX
$22B
$185K 0.01%
3,725
ZIM icon
406
ZIM Integrated Shipping Services
ZIM
$1.93B
$182K 0.01%
+11,354
EXR icon
407
Extra Space Storage
EXR
$28B
$161K 0.01%
1,093
+999
ZBH icon
408
Zimmer Biomet
ZBH
$17.9B
$159K 0.01%
1,752
+1
SEZL icon
409
Sezzle
SEZL
$1.8B
$156K 0.01%
+874
O icon
410
Realty Income
O
$52.1B
$155K 0.01%
2,704
Z icon
411
Zillow
Z
$17B
$153K 0.01%
2,190
CHWY icon
412
Chewy
CHWY
$13.9B
$145K 0.01%
3,423
+5
TRI icon
413
Thomson Reuters
TRI
$62.5B
$128K 0.01%
642
-12,862
RRC icon
414
Range Resources
RRC
$9.01B
$127K 0.01%
3,143
+15
WMB icon
415
Williams Companies
WMB
$72.8B
$126K 0.01%
2,016
GAP
416
The Gap Inc
GAP
$9.01B
$126K 0.01%
5,793
+4
CRBG icon
417
Corebridge Financial
CRBG
$14.7B
$123K 0.01%
3,484
VTR icon
418
Ventas
VTR
$36.3B
$118K 0.01%
1,870
CVAC icon
419
CureVac
CVAC
$1.19B
$117K 0.01%
21,715
-7,780
BAH icon
420
Booz Allen Hamilton
BAH
$10.2B
$117K 0.01%
1,123
-8,857
DPZ icon
421
Domino's
DPZ
$13.8B
$114K 0.01%
254
-11
CHD icon
422
Church & Dwight Co
CHD
$20.4B
$108K 0.01%
1,128
+1
PSX icon
423
Phillips 66
PSX
$56.2B
$105K 0.01%
880
GRAB icon
424
Grab
GRAB
$22.6B
$104K 0.01%
+20,831
TYL icon
425
Tyler Technologies
TYL
$20.1B
$104K 0.01%
176
15 16
17
18 19