PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
ADNT icon
426
Adient
ADNT
$1.9B
$100K 0.01%
5,171
BMO icon
427
Bank of Montreal
BMO
$90B
$97K 0.01%
+880
WSC icon
428
WillScot Mobile Mini Holdings
WSC
$3.92B
$96.2K 0.01%
3,525
+11
PTCT icon
429
PTC Therapeutics
PTCT
$5.28B
$92K 0.01%
+1,890
AKAM icon
430
Akamai
AKAM
$10.7B
$86.5K 0.01%
1,088
LEA icon
431
Lear
LEA
$5.33B
$85K 0.01%
898
HBM icon
432
Hudbay
HBM
$5.97B
$84.2K 0.01%
+7,983
DUOL icon
433
Duolingo
DUOL
$14.1B
$84.2K 0.01%
+206
OTEX icon
434
Open Text
OTEX
$9.96B
$82.7K 0.01%
2,845
-47,154
SO icon
435
Southern Company
SO
$107B
$80.1K 0.01%
876
YOU icon
436
Clear Secure
YOU
$3.12B
$76.6K 0.01%
2,770
-9,464
BILL icon
437
BILL Holdings
BILL
$5.15B
$75.4K 0.01%
1,635
+5
GRMN icon
438
Garmin
GRMN
$47.7B
$73.8K 0.01%
355
+1
DKS icon
439
Dick's Sporting Goods
DKS
$20.5B
$70.6K 0.01%
358
AXTA icon
440
Axalta
AXTA
$6.11B
$66.2K 0.01%
2,238
OMF icon
441
OneMain Financial
OMF
$6.64B
$65.5K ﹤0.01%
+1,154
RACE icon
442
Ferrari
RACE
$70.1B
$60.3K ﹤0.01%
124
HPE icon
443
Hewlett Packard
HPE
$30.5B
$55.9K ﹤0.01%
2,743
WPC icon
444
W.P. Carey
WPC
$14.8B
$54.5K ﹤0.01%
877
LUMN icon
445
Lumen
LUMN
$7.22B
$53.2K ﹤0.01%
12,193
+9
SOLV icon
446
Solventum
SOLV
$12.6B
$52.6K ﹤0.01%
696
VFC icon
447
VF Corp
VFC
$5.97B
$51.8K ﹤0.01%
+4,421
LYFT icon
448
Lyft
LYFT
$8.41B
$51.2K ﹤0.01%
3,258
+49
STRL icon
449
Sterling Infrastructure
STRL
$10.2B
$50.1K ﹤0.01%
+218
TEVA icon
450
Teva Pharmaceuticals
TEVA
$21.8B
$49.7K ﹤0.01%
2,975
-18,787