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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$2.71M
3 +$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1 +$3.49M
2 +$1.93M
3 +$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAH icon
451
Booz Allen Hamilton
BAH
$9.52B
$48.7K ﹤0.01%
624
AWR icon
452
American States Water
AWR
$3.07B
$47.2K ﹤0.01%
624
LSPD icon
453
Lightspeed Commerce
LSPD
$1.27B
$47.2K ﹤0.01%
5,292
SAM icon
454
Boston Beer
SAM
$1.72B
$45.6K ﹤0.01%
198
SOLV icon
455
Solventum
SOLV
$14B
$45.5K ﹤0.01%
696
CSTM icon
456
Constellium
CSTM
$4.61B
$43.8K ﹤0.01%
+1,781
BWA icon
457
BorgWarner
BWA
$14.9B
$43.7K ﹤0.01%
+805
PINS icon
458
Pinterest
PINS
$12B
$36.1K ﹤0.01%
1,966
-22,634
IRDM icon
459
Iridium Communications
IRDM
$5.01B
$35.3K ﹤0.01%
1,270
GAP
460
The Gap Inc
GAP
$7.76B
$26.5K ﹤0.01%
1,094
LYFT icon
461
Lyft
LYFT
$5.18B
$24.8K ﹤0.01%
1,865
BA icon
462
Boeing
BA
$170B
$24.3K ﹤0.01%
122
+19
FISV
463
Fiserv Inc
FISV
$29B
$24.3K ﹤0.01%
435
-5,735
ESTC icon
464
Elastic
ESTC
$6.47B
$23.8K ﹤0.01%
476
GS icon
465
Goldman Sachs
GS
$306B
$17.8K ﹤0.01%
+21
BHC icon
466
Bausch Health
BHC
$2.01B
$15.9K ﹤0.01%
2,941
NOC icon
467
Northrop Grumman
NOC
$77.3B
$15.7K ﹤0.01%
23
EXR icon
468
Extra Space Storage
EXR
$30.7B
$15.5K ﹤0.01%
118
-975
NDSN icon
469
Nordson
NDSN
$15.8B
$12K ﹤0.01%
45
DOCS icon
470
Doximity
DOCS
$3.77B
$10.7K ﹤0.01%
459
TPC
471
Tutor Perini Cor
TPC
$3.71B
$9.11K ﹤0.01%
118
-4,338
RRC icon
472
Range Resources
RRC
$9.21B
$8.72K ﹤0.01%
193
FANG icon
473
Diamondback Energy
FANG
$54.2B
$7.92K ﹤0.01%
+40
DD icon
474
DuPont de Nemours
DD
$19B
$7.2K ﹤0.01%
157
-10,335
AYI icon
475
Acuity Brands
AYI
$9.16B
$6.45K ﹤0.01%
23