PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
451
$55.9K ﹤0.01%
877
452
$55.9K ﹤0.01%
+2,620
453
$53.5K ﹤0.01%
696
-2,314
454
$53.1K ﹤0.01%
124
455
$52.6K ﹤0.01%
+2,368
456
$52.6K ﹤0.01%
1,075
-9,294
457
$48.3K ﹤0.01%
12,184
-19,962
458
$44.2K ﹤0.01%
300
459
$42.8K ﹤0.01%
251
-552
460
$42.8K ﹤0.01%
2,743
-42,312
461
$40.3K ﹤0.01%
118
462
$38.5K ﹤0.01%
3,209
+515
463
$38.1K ﹤0.01%
190
-468
464
$38K ﹤0.01%
1,520
-7,341
465
$36.8K ﹤0.01%
3,977
+357
466
$36.1K ﹤0.01%
227
467
$34.9K ﹤0.01%
848
+45
468
$34.7K ﹤0.01%
1,257
+158
469
$34K ﹤0.01%
1,555
+230
470
$30.5K ﹤0.01%
217
-19
471
$28.3K ﹤0.01%
1,571
472
$27.4K ﹤0.01%
53
-795
473
$26.8K ﹤0.01%
81
474
$25.4K ﹤0.01%
1,413
-3,977
475
$25K ﹤0.01%
917
17 18
19
20 21