PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$2.71M
3 +$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1 +$3.49M
2 +$1.93M
3 +$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TYL icon
426
Tyler Technologies
TYL
$12.8B
$123K 0.01%
358
FCX icon
427
Freeport-McMoran
FCX
$91.1B
$121K 0.01%
2,062
+1,499
BMRN icon
428
BioMarin Pharmaceuticals
BMRN
$11B
$114K 0.01%
2,024
VNOM icon
429
Viper Energy
VNOM
$8.83B
$107K 0.01%
+2,278
DUK icon
430
Duke Energy
DUK
$96.8B
$104K 0.01%
+795
MCHP icon
431
Microchip Technology
MCHP
$47.9B
$102K 0.01%
1,578
HALO icon
432
Halozyme
HALO
$8.48B
$101K 0.01%
1,555
-702
TTWO icon
433
Take-Two Interactive
TTWO
$39.8B
$96.2K 0.01%
+487
MNDY icon
434
monday.com
MNDY
$4.39B
$90K 0.01%
1,301
-3,841
CASY icon
435
Casey's General Stores
CASY
$28.2B
$88.9K 0.01%
+122
CRBG icon
436
Corebridge Financial
CRBG
$12.3B
$86.2K 0.01%
3,609
+125
GRAB icon
437
Grab
GRAB
$13.7B
$78.6K 0.01%
21,468
Z icon
438
Zillow
Z
$8.02B
$76.6K 0.01%
1,849
-341
WFRD icon
439
Weatherford International
WFRD
$6.99B
$76.5K 0.01%
+808
SWKS icon
440
Skyworks Solutions
SWKS
$11.1B
$75.6K 0.01%
+1,411
FSM icon
441
Fortuna Silver Mines
FSM
$2.63B
$74.7K 0.01%
7,537
ROKU icon
442
Roku
ROKU
$18.1B
$74.7K 0.01%
789
+754
YOU icon
443
Clear Secure
YOU
$5.49B
$71.2K ﹤0.01%
1,470
+1,416
NJR icon
444
New Jersey Resources
NJR
$5.59B
$58.9K ﹤0.01%
1,071
SII
445
Sprott
SII
$3.17B
$57.6K ﹤0.01%
+405
CGNX icon
446
Cognex
CGNX
$10.1B
$57.4K ﹤0.01%
+1,171
GWRE icon
447
Guidewire Software
GWRE
$11.5B
$56K ﹤0.01%
+374
FTI icon
448
TechnipFMC
FTI
$26.6B
$53.2K ﹤0.01%
769
+537
ALGN icon
449
Align Technology
ALGN
$12B
$52.5K ﹤0.01%
306
UNFI icon
450
United Natural Foods
UNFI
$3.37B
$48.9K ﹤0.01%
1,084
-7,770