PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
426
$98.7K 0.01%
+3,514
427
$98K 0.01%
+973
428
$97.6K 0.01%
668
429
$88.5K 0.01%
1,088
430
$86.9K 0.01%
+225
431
$84K 0.01%
+29,495
432
$82.4K 0.01%
1,805
+211
433
$82K 0.01%
1,060
434
$81.9K 0.01%
690
435
$81.4K 0.01%
876
436
$80.1K 0.01%
898
-12
437
$77.7K 0.01%
+354
438
$76.1K 0.01%
+505
439
$75.6K 0.01%
1,630
+1,142
440
$75K 0.01%
2,238
441
$73.2K 0.01%
2,318
+559
442
$72.9K 0.01%
358
443
$71.3K 0.01%
583
-273
444
$67.2K 0.01%
+5,171
445
$66.4K 0.01%
1,148
-597
446
$62.4K 0.01%
434
447
$60.6K 0.01%
2,074
+387
448
$57.2K ﹤0.01%
849
449
$56.8K ﹤0.01%
881
+674
450
$56K ﹤0.01%
1,034
-8,975
16 17
18
19 20