PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
451
WillScot Mobile Mini Holdings
WSC
$4.05B
$39.4K ﹤0.01%
1,879
-1,646
OR icon
452
OR Royalties Inc
OR
$7.53B
$38.1K ﹤0.01%
958
-323
PAY icon
453
Paymentus
PAY
$3.11B
$33.1K ﹤0.01%
+1,090
XRX icon
454
Xerox
XRX
$298M
$31.2K ﹤0.01%
8,350
LEA icon
455
Lear
LEA
$7.31B
$30.4K ﹤0.01%
304
-594
AIZ icon
456
Assurant
AIZ
$12.2B
$27.1K ﹤0.01%
126
-850
DUOL icon
457
Duolingo
DUOL
$5.52B
$22.7K ﹤0.01%
71
-135
BA icon
458
Boeing
BA
$191B
$22.1K ﹤0.01%
+103
IRDM icon
459
Iridium Communications
IRDM
$2.09B
$22K ﹤0.01%
1,270
FCX icon
460
Freeport-McMoran
FCX
$87.1B
$21.9K ﹤0.01%
563
-36,686
BHC icon
461
Bausch Health
BHC
$2.18B
$18.8K ﹤0.01%
2,941
KMB icon
462
Kimberly-Clark
KMB
$34.6B
$17.6K ﹤0.01%
143
BALL icon
463
Ball Corp
BALL
$17.8B
$15.5K ﹤0.01%
309
CTRA icon
464
Coterra Energy
CTRA
$23.3B
$14.6K ﹤0.01%
623
NOC icon
465
Northrop Grumman
NOC
$101B
$13.9K ﹤0.01%
23
NJR icon
466
New Jersey Resources
NJR
$5.29B
$10.5K ﹤0.01%
219
NDSN icon
467
Nordson
NDSN
$16.2B
$10.1K ﹤0.01%
45
GDRX icon
468
GoodRx Holdings
GDRX
$828M
$10K ﹤0.01%
2,385
EFXT
469
Enerflex
EFXT
$2.17B
$10K ﹤0.01%
934
PATH icon
470
UiPath
PATH
$6.89B
$9.2K ﹤0.01%
693
FTI icon
471
TechnipFMC
FTI
$23.9B
$9.08K ﹤0.01%
232
-107
OSK icon
472
Oshkosh
OSK
$10.9B
$8.24K ﹤0.01%
64
AYI icon
473
Acuity Brands
AYI
$10.1B
$7.86K ﹤0.01%
23
CVLT icon
474
Commault Systems
CVLT
$3.78B
$7.68K ﹤0.01%
41
VMC icon
475
Vulcan Materials
VMC
$42.8B
$7.02K ﹤0.01%
23
17 18
19
20 21