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
$1.48B
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 36.14%
2 Financials 13.16%
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
TTD icon
426
Trade Desk
TTD
$16.5B
$85.6K 0.01%
1,759
-5,925
ADNT icon
427
Adient
ADNT
$1.74B
$85.2K 0.01%
3,564
-1,607
HAS icon
428
Hasbro
HAS
$12.1B
$83.2K 0.01%
+1,105
SO icon
429
Southern Company
SO
$97.9B
$82.4K 0.01%
876
AKAM icon
430
Akamai
AKAM
$12.9B
$81.8K 0.01%
1,088
DKS icon
431
Dick's Sporting Goods
DKS
$19.4B
$78.9K 0.01%
358
LYFT icon
432
Lyft
LYFT
$7.32B
$67.7K ﹤0.01%
3,101
-157
HPE icon
433
Hewlett Packard
HPE
$27.2B
$66.9K ﹤0.01%
2,743
AXTA icon
434
Axalta
AXTA
$7.1B
$63.6K ﹤0.01%
2,238
CBOE icon
435
Cboe Global Markets
CBOE
$28.6B
$60.6K ﹤0.01%
+249
TEVA icon
436
Teva Pharmaceuticals
TEVA
$36B
$59.6K ﹤0.01%
2,975
RACE icon
437
Ferrari
RACE
$61.2B
$59.5K ﹤0.01%
124
WPC icon
438
W.P. Carey
WPC
$15.4B
$58.8K ﹤0.01%
877
MPC icon
439
Marathon Petroleum
MPC
$52.8B
$57.4K ﹤0.01%
300
PTCT icon
440
PTC Therapeutics
PTCT
$5.87B
$55.8K ﹤0.01%
917
-973
INDV icon
441
Indivior
INDV
$4.07B
$52.2K ﹤0.01%
+2,183
SOLV icon
442
Solventum
SOLV
$13.8B
$50.4K ﹤0.01%
696
VC icon
443
Visteon
VC
$2.56B
$47.7K ﹤0.01%
+401
TSN icon
444
Tyson Foods
TSN
$21.2B
$47.5K ﹤0.01%
881
RNG icon
445
RingCentral
RNG
$2.25B
$46.2K ﹤0.01%
1,641
SNPS icon
446
Synopsys
SNPS
$97.8B
$45.5K ﹤0.01%
93
-4,633
TRI icon
447
Thomson Reuters
TRI
$53.8B
$44.5K ﹤0.01%
289
-353
APAM icon
448
Artisan Partners
APAM
$3.12B
$43.2K ﹤0.01%
+1,003
SAM icon
449
Boston Beer
SAM
$2.2B
$41.5K ﹤0.01%
198
ESTC icon
450
Elastic
ESTC
$7.33B
$39.9K ﹤0.01%
476