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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$2.46M
3 +$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1 +$2.19M
2 +$2.11M
3 +$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LSPD icon
426
Lightspeed Commerce
LSPD
$1.29B
$64.2K ﹤0.01%
5,292
+4,752
ARE icon
427
Alexandria Real Estate Equities
ARE
$7.94B
$63.7K ﹤0.01%
1,295
CBOE icon
428
Cboe Global Markets
CBOE
$36.2B
$62.8K ﹤0.01%
249
BMO icon
429
Bank of Montreal
BMO
$109B
$61.3K ﹤0.01%
469
-411
SOLV icon
430
Solventum
SOLV
$12.3B
$55.4K ﹤0.01%
696
PSX icon
431
Phillips 66
PSX
$68.8B
$55K ﹤0.01%
424
-456
HAS icon
432
Hasbro
HAS
$13.8B
$54.5K ﹤0.01%
662
-443
BAH icon
433
Booz Allen Hamilton
BAH
$9.27B
$52.9K ﹤0.01%
624
-5,684
PEGA icon
434
Pegasystems
PEGA
$6.08B
$52K ﹤0.01%
+867
NJR icon
435
New Jersey Resources
NJR
$5.54B
$49.6K ﹤0.01%
1,071
+852
MPC icon
436
Marathon Petroleum
MPC
$71.8B
$49K ﹤0.01%
300
ALGN icon
437
Align Technology
ALGN
$12.5B
$48K ﹤0.01%
306
-5,051
RNG icon
438
RingCentral
RNG
$3.82B
$47.6K ﹤0.01%
1,641
RACE icon
439
Ferrari
RACE
$59.5B
$46.6K ﹤0.01%
124
AWR icon
440
American States Water
AWR
$2.97B
$45.4K ﹤0.01%
+624
NOG icon
441
Northern Oil and Gas
NOG
$2.53B
$42.9K ﹤0.01%
+1,989
KSS icon
442
Kohl's
KSS
$1.62B
$42.5K ﹤0.01%
+2,070
SAM icon
443
Boston Beer
SAM
$2.15B
$38.8K ﹤0.01%
198
VC icon
444
Visteon
VC
$3.04B
$38.3K ﹤0.01%
401
LYFT icon
445
Lyft
LYFT
$5.41B
$36.3K ﹤0.01%
1,865
-1,236
ESTC icon
446
Elastic
ESTC
$5.34B
$36.1K ﹤0.01%
476
WSC icon
447
WillScot Mobile Mini Holdings
WSC
$4.24B
$35.6K ﹤0.01%
1,879
LEA icon
448
Lear
LEA
$6.89B
$35K ﹤0.01%
304
JXN icon
449
Jackson Financial
JXN
$8.01B
$34.8K ﹤0.01%
+325
PAY icon
450
Paymentus
PAY
$3.42B
$34.6K ﹤0.01%
1,090