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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
426
WillScot Mobile Mini Holdings
WSC
$4.03B
$98.7K 0.01%
+3,514
CRUS icon
427
Cirrus Logic
CRUS
$6.75B
$98K 0.01%
+973
EA icon
428
Electronic Arts
EA
$50B
$97.6K 0.01%
668
AKAM icon
429
Akamai
AKAM
$10.7B
$88.5K 0.01%
1,088
ESLT icon
430
Elbit Systems
ESLT
$22.6B
$86.9K 0.01%
+225
CVAC icon
431
CureVac
CVAC
$1.21B
$84K 0.01%
+29,495
VNOM icon
432
Viper Energy
VNOM
$6.41B
$82.4K 0.01%
1,805
+211
CTSH icon
433
Cognizant
CTSH
$33.2B
$82K 0.01%
1,060
VST icon
434
Vistra
VST
$64.8B
$81.9K 0.01%
690
SO icon
435
Southern Company
SO
$106B
$81.4K 0.01%
876
LEA icon
436
Lear
LEA
$5.36B
$80.1K 0.01%
898
-12
GRMN icon
437
Garmin
GRMN
$48.2B
$77.7K 0.01%
+354
EAT icon
438
Brinker International
EAT
$5.61B
$76.1K 0.01%
+505
BILL icon
439
BILL Holdings
BILL
$5.16B
$75.6K 0.01%
1,630
+1,142
AXTA icon
440
Axalta
AXTA
$6.24B
$75K 0.01%
2,238
DD icon
441
DuPont de Nemours
DD
$34B
$73.2K 0.01%
970
+234
DKS icon
442
Dick's Sporting Goods
DKS
$20.4B
$72.9K 0.01%
358
CIGI icon
443
Colliers International
CIGI
$8.6B
$71.3K 0.01%
583
-273
ADNT icon
444
Adient
ADNT
$1.93B
$67.2K 0.01%
+5,171
SLF icon
445
Sun Life Financial
SLF
$34.4B
$66.4K 0.01%
1,148
-597
KMB icon
446
Kimberly-Clark
KMB
$39.4B
$62.4K 0.01%
434
CTRA icon
447
Coterra Energy
CTRA
$18.1B
$60.6K 0.01%
2,074
+387
QSR icon
448
Restaurant Brands International
QSR
$22.1B
$57.2K ﹤0.01%
849
TSN icon
449
Tyson Foods
TSN
$18.4B
$56.8K ﹤0.01%
881
+674
JEF icon
450
Jefferies Financial Group
JEF
$11.3B
$56K ﹤0.01%
1,034
-8,975
16 17
18
19 20