PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
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
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

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
401
$202K 0.02%
1,940
402
$197K 0.01%
2,652
+2,444
403
$196K 0.01%
10,132
-5,071
404
$192K 0.01%
976
405
$185K 0.01%
3,725
406
$182K 0.01%
+11,354
407
$161K 0.01%
1,093
+999
408
$159K 0.01%
1,752
+1
409
$156K 0.01%
+874
410
$155K 0.01%
2,704
411
$153K 0.01%
2,190
412
$145K 0.01%
3,423
+5
413
$128K 0.01%
642
-12,862
414
$127K 0.01%
3,143
+15
415
$126K 0.01%
2,016
416
$126K 0.01%
5,793
+4
417
$123K 0.01%
3,484
418
$118K 0.01%
1,870
419
$117K 0.01%
21,715
-7,780
420
$117K 0.01%
1,123
-8,857
421
$114K 0.01%
254
-11
422
$108K 0.01%
1,128
+1
423
$105K 0.01%
880
424
$104K 0.01%
+20,831
425
$104K 0.01%
176
15 16
17
18 19