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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$2.67M
3 +$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1 +$8.88M
2 +$8.3M
3 +$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WPC icon
451
W.P. Carey
WPC
$14.9B
$55.9K ﹤0.01%
877
OR icon
452
OR Royalties Inc
OR
$6.34B
$55.9K ﹤0.01%
+2,620
SOLV icon
453
Solventum
SOLV
$12.5B
$53.5K ﹤0.01%
696
-2,314
RACE icon
454
Ferrari
RACE
$71.6B
$53.1K ﹤0.01%
124
ACI icon
455
Albertsons Companies
ACI
$10.6B
$52.6K ﹤0.01%
+2,368
BAM icon
456
Brookfield Asset Management
BAM
$86.7B
$52.6K ﹤0.01%
1,075
-9,294
LUMN icon
457
Lumen
LUMN
$7.99B
$48.3K ﹤0.01%
12,184
-19,962
MPC icon
458
Marathon Petroleum
MPC
$59.6B
$44.2K ﹤0.01%
300
EPAM icon
459
EPAM Systems
EPAM
$8.73B
$42.8K ﹤0.01%
251
-552
HPE icon
460
Hewlett Packard
HPE
$30.6B
$42.8K ﹤0.01%
2,743
-42,312
CYBR icon
461
CyberArk
CYBR
$25.6B
$40.3K ﹤0.01%
118
LYFT icon
462
Lyft
LYFT
$8.54B
$38.5K ﹤0.01%
3,209
+515
ZS icon
463
Zscaler
ZS
$50.5B
$38.1K ﹤0.01%
190
-468
RNG icon
464
RingCentral
RNG
$2.64B
$38K ﹤0.01%
1,520
-7,341
BVS icon
465
Bioventus
BVS
$466M
$36.8K ﹤0.01%
3,977
+357
YUM icon
466
Yum! Brands
YUM
$40.6B
$36.1K ﹤0.01%
227
ON icon
467
ON Semiconductor
ON
$21.2B
$34.9K ﹤0.01%
848
+45
IRDM icon
468
Iridium Communications
IRDM
$1.93B
$34.7K ﹤0.01%
1,257
+158
RDWR icon
469
Radware
RDWR
$1.12B
$34K ﹤0.01%
1,555
+230
RJF icon
470
Raymond James Financial
RJF
$32.9B
$30.5K ﹤0.01%
217
-19
VRNT icon
471
Verint Systems
VRNT
$1.23B
$28.3K ﹤0.01%
1,571
NOC icon
472
Northrop Grumman
NOC
$86.5B
$27.4K ﹤0.01%
53
-795
LPLA icon
473
LPL Financial
LPLA
$27.1B
$26.8K ﹤0.01%
81
CDNA icon
474
CareDx
CDNA
$782M
$25.4K ﹤0.01%
1,413
-3,977
MOS icon
475
The Mosaic Company
MOS
$9.41B
$25K ﹤0.01%
917