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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$115K 0.01%
+2,736
452
$115K 0.01%
45,816
-31,950
453
$114K 0.01%
+4,107
454
$113K 0.01%
1,110
455
$110K 0.01%
743
456
$110K 0.01%
2,016
+1,738
457
$105K 0.01%
3,484
458
$104K 0.01%
1,088
459
$104K 0.01%
1,745
460
$102K 0.01%
176
461
$101K 0.01%
880
-1,447
462
$98.1K 0.01%
668
+270
463
$97.9K 0.01%
4,040
464
$95.5K 0.01%
690
-1,294
465
$95.2K 0.01%
+11,703
466
$92.2K 0.01%
2,810
467
$86.5K 0.01%
910
468
$84.8K 0.01%
19,595
469
$83.7K 0.01%
+748
470
$82.4K 0.01%
420
471
$82.2K 0.01%
358
472
$81.8K 0.01%
1,060
473
$79.3K 0.01%
+13,512
474
$78.5K 0.01%
1,594
-1,216
475
$78K 0.01%
341
-1,471
17 18
19
20 21