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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$101K 0.01%
+1,745
427
$99.2K 0.01%
910
428
$97.3K 0.01%
862
429
$96.9K 0.01%
+743
430
$96.2K 0.01%
391
431
$95.8K 0.01%
1,110
432
$92.5K 0.01%
+966
433
$92.5K 0.01%
1,080
434
$90.8K 0.01%
4,040
-52
435
$90.2K 0.01%
+4,498
436
$88.2K 0.01%
227
437
$86K 0.01%
420
438
$81.7K 0.01%
1,060
439
$77.7K 0.01%
920
440
$74.6K 0.01%
+358
441
$71.8K 0.01%
399
442
$66.9K 0.01%
6,447
-2,899
443
$62.3K 0.01%
+624
444
$61.3K 0.01%
+849
445
$60.9K ﹤0.01%
4,760
446
$57K ﹤0.01%
398
447
$55.2K ﹤0.01%
19,595
-7,779
448
$53.8K ﹤0.01%
1,186
+187
449
$53K ﹤0.01%
4,237
450
$52K ﹤0.01%
622
16 17
18
19 20