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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.3K ﹤0.01%
103
452
$9.76K ﹤0.01%
1,824
453
$9.08K ﹤0.01%
198
454
$8.89K ﹤0.01%
164
455
$8.87K ﹤0.01%
99
456
$8.7K ﹤0.01%
61
457
$7.96K ﹤0.01%
+518
458
$7.4K ﹤0.01%
56
459
$6.11K ﹤0.01%
164
460
$5.72K ﹤0.01%
140
461
$4.99K ﹤0.01%
256
-552
462
$4.41K ﹤0.01%
171
463
$3.4K ﹤0.01%
54
-61
464
$3.28K ﹤0.01%
+65
465
$2.9K ﹤0.01%
133
466
$2.57K ﹤0.01%
18
467
$2.49K ﹤0.01%
31
468
$2.35K ﹤0.01%
55
469
$2.35K ﹤0.01%
19
470
$2.22K ﹤0.01%
19
+8
471
$2.13K ﹤0.01%
69
472
$2.11K ﹤0.01%
57
473
$2.03K ﹤0.01%
23
474
$1.95K ﹤0.01%
36
475
$1.72K ﹤0.01%
46
17 18
19
20 21