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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.7K ﹤0.01%
220
427
$13.6K ﹤0.01%
414
428
$13.3K ﹤0.01%
125
429
$13.1K ﹤0.01%
+820
430
$13K ﹤0.01%
223
431
$12.2K ﹤0.01%
421
432
$12.1K ﹤0.01%
233
-697
433
$11.9K ﹤0.01%
103
434
$11K ﹤0.01%
1,824
435
$10.3K ﹤0.01%
+198
436
$10.2K ﹤0.01%
61
437
$9.91K ﹤0.01%
99
438
$9.18K ﹤0.01%
70
439
$8.82K ﹤0.01%
289
440
$8.42K ﹤0.01%
146
441
$8.2K ﹤0.01%
25
-64
442
$8.12K ﹤0.01%
210
-32
443
$8.05K ﹤0.01%
164
444
$7.47K ﹤0.01%
115
+44
445
$7.06K ﹤0.01%
56
446
$6.34K ﹤0.01%
164
-1,757
447
$5.23K ﹤0.01%
105
+24
448
$5.17K ﹤0.01%
140
449
$5.1K ﹤0.01%
133
450
$4.73K ﹤0.01%
31
16 17
18
19 20