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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$51.8K ﹤0.01%
2,293
-21,851
452
$51.8K ﹤0.01%
+1,908
453
$50.3K ﹤0.01%
+639
454
$49.7K ﹤0.01%
220
455
$48.8K ﹤0.01%
300
456
$47.5K ﹤0.01%
214
457
$39.7K ﹤0.01%
896
-3,111
458
$37.5K ﹤0.01%
218
-31
459
$34.8K ﹤0.01%
+789
460
$34.1K ﹤0.01%
176
-3,877
461
$31.7K ﹤0.01%
227
462
$31.6K ﹤0.01%
873
463
$30.9K ﹤0.01%
248
464
$30.7K ﹤0.01%
904
465
$29.9K ﹤0.01%
168
+161
466
$28.8K ﹤0.01%
544
-3,378
467
$28.1K ﹤0.01%
440
468
$27.9K ﹤0.01%
736
469
$27.7K ﹤0.01%
+167
470
$27.4K ﹤0.01%
245
471
$26K ﹤0.01%
+147
472
$25.7K ﹤0.01%
488
-4,851
473
$25.7K ﹤0.01%
249
-1,310
474
$25.4K ﹤0.01%
169
-152
475
$24.5K ﹤0.01%
3,328
-2,716
17 18
19
20 21