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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$158K 0.01%
1,883
427
$155K 0.01%
+434
428
$150K 0.01%
3,863
429
$150K 0.01%
356
430
$149K 0.01%
737
431
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2,704
432
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1,140
433
$144K 0.01%
+3,725
434
$141K 0.01%
+9,972
435
$140K 0.01%
13,177
436
$139K 0.01%
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437
$138K 0.01%
+4,873
438
$137K 0.01%
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439
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440
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441
$133K 0.01%
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442
$132K 0.01%
2,345
-377
443
$131K 0.01%
759
444
$127K 0.01%
572
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445
$127K 0.01%
134
446
$125K 0.01%
10,855
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447
$119K 0.01%
658
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448
$118K 0.01%
1,127
449
$117K 0.01%
856
+118
450
$116K 0.01%
5,390
+1,370
16 17
18
19 20