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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
86
427
$20.6K ﹤0.01%
1,032
428
$20.4K ﹤0.01%
440
-9,905
429
$19.7K ﹤0.01%
750
430
$19.6K ﹤0.01%
904
431
$19.1K ﹤0.01%
570
-36
432
$18.5K ﹤0.01%
309
433
$18.2K ﹤0.01%
61
-976
434
$18.2K ﹤0.01%
345
435
$17.3K ﹤0.01%
305
-22
436
$17K ﹤0.01%
1,742
437
$16.7K ﹤0.01%
+507
438
$16K ﹤0.01%
700
439
$16K ﹤0.01%
906
440
$15K ﹤0.01%
233
441
$13.2K ﹤0.01%
488
442
$12.2K ﹤0.01%
220
443
$11.8K ﹤0.01%
+207
444
$11.6K ﹤0.01%
50
-67
445
$11.5K ﹤0.01%
1,449
-2,670
446
$11.4K ﹤0.01%
421
447
$11.4K ﹤0.01%
414
448
$11.4K ﹤0.01%
400
449
$11.1K ﹤0.01%
223
450
$10.5K ﹤0.01%
820
16 17
18
19 20