PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

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
451
$39.4K ﹤0.01%
1,879
-1,646
452
$38.1K ﹤0.01%
958
-323
453
$33.1K ﹤0.01%
+1,090
454
$31.2K ﹤0.01%
8,350
455
$30.4K ﹤0.01%
304
-594
456
$27.1K ﹤0.01%
126
-850
457
$22.7K ﹤0.01%
71
-135
458
$22.1K ﹤0.01%
+103
459
$22K ﹤0.01%
1,270
460
$21.9K ﹤0.01%
563
-36,686
461
$18.8K ﹤0.01%
2,941
462
$17.6K ﹤0.01%
143
463
$15.5K ﹤0.01%
309
464
$14.6K ﹤0.01%
623
465
$13.9K ﹤0.01%
23
466
$10.5K ﹤0.01%
219
467
$10.1K ﹤0.01%
45
468
$10K ﹤0.01%
2,385
469
$10K ﹤0.01%
934
470
$9.2K ﹤0.01%
693
471
$9.08K ﹤0.01%
232
-107
472
$8.24K ﹤0.01%
64
473
$7.86K ﹤0.01%
23
474
$7.68K ﹤0.01%
41
475
$7.02K ﹤0.01%
23
17 18
19
20 21