PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$100K 0.01%
5,171
427
$97K 0.01%
+880
428
$96.2K 0.01%
3,525
+11
429
$92K 0.01%
+1,890
430
$86.5K 0.01%
1,088
431
$85K 0.01%
898
432
$84.2K 0.01%
+7,983
433
$84.2K 0.01%
+206
434
$82.7K 0.01%
2,845
-47,154
435
$80.1K 0.01%
876
436
$76.6K 0.01%
2,770
-9,464
437
$75.4K 0.01%
1,635
+5
438
$73.8K 0.01%
355
+1
439
$70.6K 0.01%
358
440
$66.2K 0.01%
2,238
441
$65.5K ﹤0.01%
+1,154
442
$60.3K ﹤0.01%
124
443
$55.9K ﹤0.01%
2,743
444
$54.5K ﹤0.01%
877
445
$53.2K ﹤0.01%
12,193
+9
446
$52.6K ﹤0.01%
696
447
$51.8K ﹤0.01%
+4,421
448
$51.2K ﹤0.01%
3,258
+49
449
$50.1K ﹤0.01%
+218
450
$49.7K ﹤0.01%
2,975
-18,787
16 17
18
19 20