PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$85.6K 0.01%
1,759
-5,925
427
$85.2K 0.01%
3,564
-1,607
428
$83.2K 0.01%
+1,105
429
$82.4K 0.01%
876
430
$81.8K 0.01%
1,088
431
$78.9K 0.01%
358
432
$67.7K ﹤0.01%
3,101
-157
433
$66.9K ﹤0.01%
2,743
434
$63.6K ﹤0.01%
2,238
435
$60.6K ﹤0.01%
+249
436
$59.6K ﹤0.01%
2,975
437
$59.5K ﹤0.01%
124
438
$58.8K ﹤0.01%
877
439
$57.4K ﹤0.01%
300
440
$55.8K ﹤0.01%
917
-973
441
$52.2K ﹤0.01%
+2,183
442
$50.4K ﹤0.01%
696
443
$47.7K ﹤0.01%
+401
444
$47.5K ﹤0.01%
881
445
$46.2K ﹤0.01%
1,641
446
$45.5K ﹤0.01%
93
-4,633
447
$44.5K ﹤0.01%
285
-347
448
$43.2K ﹤0.01%
+1,003
449
$41.5K ﹤0.01%
198
450
$39.9K ﹤0.01%
476
16 17
18
19 20