PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$49.6K ﹤0.01%
300
452
$49.1K ﹤0.01%
881
453
$46.4K ﹤0.01%
1,641
+121
454
$43.8K ﹤0.01%
+12,525
455
$40K ﹤0.01%
+476
456
$39.2K ﹤0.01%
704
-1,233
457
$38.2K ﹤0.01%
1,270
+13
458
$37.6K ﹤0.01%
198
-232
459
$33.2K ﹤0.01%
217
460
$32.7K ﹤0.01%
1,281
-1,339
461
$30.8K ﹤0.01%
1,571
462
$26.1K ﹤0.01%
145
-360
463
$20.3K ﹤0.01%
70
+5
464
$19.5K ﹤0.01%
2,941
465
$19.3K ﹤0.01%
65
-1,678
466
$19K ﹤0.01%
83
+25
467
$18.4K ﹤0.01%
143
-291
468
$17.3K ﹤0.01%
309
469
$15.8K ﹤0.01%
623
-1,451
470
$11.8K ﹤0.01%
2,385
+13
471
$11.6K ﹤0.01%
339
-211
472
$11.5K ﹤0.01%
23
-30
473
$9.78K ﹤0.01%
219
+17
474
$9.61K ﹤0.01%
+45
475
$8.84K ﹤0.01%
+693
17 18
19
20 21