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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
MPC icon
451
Marathon Petroleum
MPC
$57.3B
$49.6K ﹤0.01%
300
TSN icon
452
Tyson Foods
TSN
$18.8B
$49.1K ﹤0.01%
881
RNG icon
453
RingCentral
RNG
$2.6B
$46.4K ﹤0.01%
1,641
+121
XRX icon
454
Xerox
XRX
$401M
$43.8K ﹤0.01%
+8,350
ESTC icon
455
Elastic
ESTC
$9.15B
$40K ﹤0.01%
+476
POWI icon
456
Power Integrations
POWI
$2.38B
$39.2K ﹤0.01%
704
-1,233
IRDM icon
457
Iridium Communications
IRDM
$2.09B
$38.2K ﹤0.01%
1,270
+13
SAM icon
458
Boston Beer
SAM
$2.38B
$37.6K ﹤0.01%
198
-232
RJF icon
459
Raymond James Financial
RJF
$33.1B
$33.2K ﹤0.01%
217
OR icon
460
OR Royalties Inc
OR
$6.52B
$32.7K ﹤0.01%
1,281
-1,339
VRNT icon
461
Verint Systems
VRNT
$1.22B
$30.8K ﹤0.01%
1,571
EAT icon
462
Brinker International
EAT
$5.87B
$26.1K ﹤0.01%
145
-360
GD icon
463
General Dynamics
GD
$91B
$20.3K ﹤0.01%
70
+5
BHC icon
464
Bausch Health
BHC
$2.31B
$19.5K ﹤0.01%
2,941
MOH icon
465
Molina Healthcare
MOH
$10.6B
$19.3K ﹤0.01%
65
-1,678
UNP icon
466
Union Pacific
UNP
$134B
$19K ﹤0.01%
83
+25
KMB icon
467
Kimberly-Clark
KMB
$39.9B
$18.4K ﹤0.01%
143
-291
BALL icon
468
Ball Corp
BALL
$13.5B
$17.3K ﹤0.01%
309
CTRA icon
469
Coterra Energy
CTRA
$17.8B
$15.8K ﹤0.01%
623
-1,451
GDRX icon
470
GoodRx Holdings
GDRX
$1.31B
$11.8K ﹤0.01%
2,385
+13
FTI icon
471
TechnipFMC
FTI
$15.4B
$11.6K ﹤0.01%
339
-211
NOC icon
472
Northrop Grumman
NOC
$85.4B
$11.5K ﹤0.01%
23
-30
NJR icon
473
New Jersey Resources
NJR
$4.63B
$9.78K ﹤0.01%
219
+17
NDSN icon
474
Nordson
NDSN
$13.2B
$9.61K ﹤0.01%
+45
PATH icon
475
UiPath
PATH
$7.98B
$8.84K ﹤0.01%
+693
17 18
19
20 21