PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
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
CVAC
451
DELISTED
CureVac
CVAC
$30.2K ﹤0.01%
7,062
-14,653
FCX icon
452
Freeport-McMoran
FCX
$85.3B
$28.7K ﹤0.01%
563
GAP
453
The Gap Inc
GAP
$8.66B
$28.1K ﹤0.01%
+1,094
BA icon
454
Boeing
BA
$182B
$22.5K ﹤0.01%
103
IRDM icon
455
Iridium Communications
IRDM
$2.52B
$22.2K ﹤0.01%
1,270
RCL icon
456
Royal Caribbean
RCL
$75.2B
$21K ﹤0.01%
75
-707
BHC icon
457
Bausch Health
BHC
$1.99B
$20.5K ﹤0.01%
2,941
DOCS icon
458
Doximity
DOCS
$4.68B
$20.4K ﹤0.01%
459
-1,057
XRX icon
459
Xerox
XRX
$224M
$19.9K ﹤0.01%
12,525
CTRA icon
460
Coterra Energy
CTRA
$23.6B
$16.5K ﹤0.01%
623
KMB icon
461
Kimberly-Clark
KMB
$34.7B
$14.5K ﹤0.01%
143
NOC icon
462
Northrop Grumman
NOC
$107B
$13.2K ﹤0.01%
23
RYN icon
463
Rayonier
RYN
$6.51B
$12.5K ﹤0.01%
+576
NDSN icon
464
Nordson
NDSN
$15.2B
$10.9K ﹤0.01%
45
FTI icon
465
TechnipFMC
FTI
$25.2B
$10.4K ﹤0.01%
232
AYI icon
466
Acuity Brands
AYI
$8.45B
$8.32K ﹤0.01%
23
OSK icon
467
Oshkosh
OSK
$9.67B
$8.08K ﹤0.01%
64
AXTA icon
468
Axalta
AXTA
$6.32B
$6.98K ﹤0.01%
215
-2,023
RRC icon
469
Range Resources
RRC
$9.77B
$6.84K ﹤0.01%
193
-2,950
RVTY icon
470
Revvity
RVTY
$10.2B
$6.71K ﹤0.01%
69
-5,122
VMC icon
471
Vulcan Materials
VMC
$35.9B
$6.59K ﹤0.01%
23
GDRX icon
472
GoodRx Holdings
GDRX
$781M
$6.5K ﹤0.01%
2,385
KKR icon
473
KKR & Co
KKR
$81.4B
$6.02K ﹤0.01%
47
UPS icon
474
United Parcel Service
UPS
$86.9B
$5.68K ﹤0.01%
57
-2,741
NDAQ icon
475
Nasdaq
NDAQ
$50.3B
$5.27K ﹤0.01%
54