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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.24K ﹤0.01%
+18
427
$1.22K ﹤0.01%
+6
428
$1.21K ﹤0.01%
+7
429
$1.2K ﹤0.01%
+3
430
$1.17K ﹤0.01%
+22
431
$1.14K ﹤0.01%
+5
432
$1.14K ﹤0.01%
+5
433
$1.13K ﹤0.01%
+16
434
$1.12K ﹤0.01%
+13
435
$1.08K ﹤0.01%
+11
436
$1.07K ﹤0.01%
+35
437
$1.05K ﹤0.01%
+54
438
$1.01K ﹤0.01%
+1
439
$991 ﹤0.01%
+48
440
$986 ﹤0.01%
+42
441
$959 ﹤0.01%
+7
442
$872 ﹤0.01%
+15
443
$741 ﹤0.01%
+16
444
$722 ﹤0.01%
+2
445
$688 ﹤0.01%
+4
446
$640 ﹤0.01%
+3
447
$634 ﹤0.01%
+14
448
$568 ﹤0.01%
+4
449
$538 ﹤0.01%
+85
450
$477 ﹤0.01%
+14
14 15 16 17
18