PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
Z icon
401
Zillow
Z
$13.3B
$167K 0.01%
2,190
O icon
402
Realty Income
O
$58.1B
$163K 0.01%
2,704
DLTR icon
403
Dollar Tree
DLTR
$24.6B
$161K 0.01%
+1,720
EXR icon
404
Extra Space Storage
EXR
$29.7B
$153K 0.01%
1,093
VISN
405
Vistance Networks Inc
VISN
$4.21B
$138K 0.01%
+8,960
DOO
406
Bombardier Recreational Products
DOO
$5.71B
$134K 0.01%
+2,221
VTR icon
407
Ventas
VTR
$39.2B
$130K 0.01%
1,870
GRAB icon
408
Grab
GRAB
$17.5B
$128K 0.01%
21,468
+637
AER icon
409
AerCap
AER
$23.8B
$128K 0.01%
+1,063
FNV icon
410
Franco-Nevada
FNV
$44.7B
$127K 0.01%
574
-6,460
WMB icon
411
Williams Companies
WMB
$81.7B
$127K 0.01%
2,016
YOU icon
412
Clear Secure
YOU
$3.3B
$122K 0.01%
3,689
+919
PSX icon
413
Phillips 66
PSX
$63.6B
$119K 0.01%
880
RRC icon
414
Range Resources
RRC
$8.66B
$117K 0.01%
3,143
CVAC
415
DELISTED
CureVac
CVAC
$116K 0.01%
21,715
BMO icon
416
Bank of Montreal
BMO
$100B
$114K 0.01%
880
CRBG icon
417
Corebridge Financial
CRBG
$15.7B
$111K 0.01%
3,484
DOCS icon
418
Doximity
DOCS
$5.12B
$110K 0.01%
1,516
-3,413
DPZ icon
419
Domino's
DPZ
$13.3B
$109K 0.01%
254
ARE icon
420
Alexandria Real Estate Equities
ARE
$9.69B
$107K 0.01%
1,295
-8,074
OTEX icon
421
Open Text
OTEX
$6.28B
$106K 0.01%
2,845
CHWY icon
422
Chewy
CHWY
$11.6B
$104K 0.01%
2,585
-838
CHD icon
423
Church & Dwight Co
CHD
$24.1B
$98.1K 0.01%
1,128
GOOS
424
Canada Goose Holdings
GOOS
$1.09B
$88.2K 0.01%
+6,455
GRMN icon
425
Garmin
GRMN
$38.9B
$86.7K 0.01%
355