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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
WSC icon
451
WillScot Mobile Mini Holdings
WSC
$3.95B
$39.4K ﹤0.01%
1,879
-1,646
OR icon
452
OR Royalties Inc
OR
$8.23B
$38.1K ﹤0.01%
958
-323
PAY icon
453
Paymentus
PAY
$3.65B
$33.1K ﹤0.01%
+1,090
XRX icon
454
Xerox
XRX
$321M
$31.2K ﹤0.01%
8,350
LEA icon
455
Lear
LEA
$6.28B
$30.4K ﹤0.01%
304
-594
AIZ icon
456
Assurant
AIZ
$11.7B
$27.1K ﹤0.01%
126
-850
DUOL icon
457
Duolingo
DUOL
$6.87B
$22.7K ﹤0.01%
71
-135
BA icon
458
Boeing
BA
$195B
$22.1K ﹤0.01%
+103
IRDM icon
459
Iridium Communications
IRDM
$2B
$22K ﹤0.01%
1,270
FCX icon
460
Freeport-McMoran
FCX
$86.3B
$21.9K ﹤0.01%
563
-36,686
BHC icon
461
Bausch Health
BHC
$2.52B
$18.8K ﹤0.01%
2,941
KMB icon
462
Kimberly-Clark
KMB
$33.7B
$17.6K ﹤0.01%
143
BALL icon
463
Ball Corp
BALL
$15B
$15.5K ﹤0.01%
309
CTRA icon
464
Coterra Energy
CTRA
$20B
$14.6K ﹤0.01%
623
NOC icon
465
Northrop Grumman
NOC
$93.8B
$13.9K ﹤0.01%
23
NJR icon
466
New Jersey Resources
NJR
$4.85B
$10.5K ﹤0.01%
219
NDSN icon
467
Nordson
NDSN
$15.1B
$10.1K ﹤0.01%
45
GDRX icon
468
GoodRx Holdings
GDRX
$910M
$10K ﹤0.01%
2,385
EFXT
469
Enerflex
EFXT
$1.97B
$10K ﹤0.01%
934
PATH icon
470
UiPath
PATH
$7.68B
$9.2K ﹤0.01%
693
FTI icon
471
TechnipFMC
FTI
$21.1B
$9.08K ﹤0.01%
232
-107
OSK icon
472
Oshkosh
OSK
$9.63B
$8.24K ﹤0.01%
64
AYI icon
473
Acuity Brands
AYI
$9.83B
$7.86K ﹤0.01%
23
CVLT icon
474
Commault Systems
CVLT
$5.39B
$7.68K ﹤0.01%
41
VMC icon
475
Vulcan Materials
VMC
$40.4B
$7.02K ﹤0.01%
23