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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.26K ﹤0.01%
171
452
$3.58K ﹤0.01%
18
-121
453
$2.44K ﹤0.01%
19
454
$2.38K ﹤0.01%
69
455
$2.37K ﹤0.01%
18
456
$2.36K ﹤0.01%
55
457
$2.25K ﹤0.01%
57
458
$2.24K ﹤0.01%
23
459
$2.08K ﹤0.01%
36
460
$1.93K ﹤0.01%
31
461
$1.79K ﹤0.01%
23
462
$1.74K ﹤0.01%
5
463
$1.71K ﹤0.01%
9
-370
464
$1.7K ﹤0.01%
46
-376
465
$1.67K ﹤0.01%
21
466
$1.66K ﹤0.01%
23
467
$1.64K ﹤0.01%
8
468
$1.41K ﹤0.01%
18
469
$1.34K ﹤0.01%
26
470
$1.34K ﹤0.01%
7
471
$1.32K ﹤0.01%
6
472
$1.31K ﹤0.01%
+11
473
$1.3K ﹤0.01%
+5
474
$1.27K ﹤0.01%
11
475
$1.14K ﹤0.01%
54
17 18
19
20 21