PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
Thomson Reuters
TRI
|
+$1.61M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 11.21% |
| 4 | Communication Services | 10.38% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$342B
| $9.31M | 0.63% |
32,783
+2,221
|
|
||
27
Cisco
CSCO
$479B
| $9.25M | 0.62% |
119,126
+3,290
|
|
||
28
Berkshire Hathaway Class B
BRK.B
$1.05T
| $9.18M | 0.62% |
19,147
|
|
||
|
29
GE Vernova
GEV
$251B
| $9.17M | 0.62% |
10,494
+2,773
|
|
||
30
Advanced Micro Devices
AMD
$760B
| $8.79M | 0.59% |
43,165
+3,193
|
|
||
31
Verizon
VZ
$189B
| $8.74M | 0.59% |
173,917
+28,502
|
|
||
32
Bank of America
BAC
$382B
| $8.66M | 0.58% |
177,510
-9,995
|
|
||
33
Palantir
PLTR
$325B
| $8.32M | 0.56% |
56,825
+4,991
|
|
||
34
Chevron
CVX
$373B
| $8.22M | 0.55% |
39,718
-1,392
|
|
||
35
KLA
KLAC
$252B
| $7.9M | 0.53% |
5,359
-182
|
|
||
36
Royal Bank of Canada
RY
$270B
| $7.86M | 0.53% |
48,783
+655
|
|
||
37
Merck
MRK
$298B
| $7.75M | 0.52% |
64,422
-3,107
|
|
||
38
Citigroup
C
$226B
| $7.74M | 0.52% |
68,227
-2,071
|
|
||
39
Amgen
AMGN
$189B
| $7.68M | 0.52% |
21,813
+1,388
|
|
||
40
Morgan Stanley
MS
$334B
| $7.49M | 0.5% |
45,493
+6,477
|
|
||
41
Home Depot
HD
$310B
| $7.23M | 0.49% |
21,974
-19
|
|
||
42
Gilead Sciences
GILD
$160B
| $7.15M | 0.48% |
51,281
+2,426
|
|
||
43
Walt Disney
DIS
$173B
| $7.04M | 0.47% |
72,951
+2,166
|
|
||
44
Analog Devices
ADI
$196B
| $7.01M | 0.47% |
22,027
+4,225
|
|
||
45
Salesforce
CRM
$152B
| $6.98M | 0.47% |
37,384
+1,635
|
|
||
46
American Express
AXP
$212B
| $6.93M | 0.47% |
22,911
+1,598
|
|
||
47
Applied Materials
AMAT
$360B
| $6.79M | 0.46% |
19,868
+5,559
|
|
||
48
Booking.com
BKNG
$129B
| $6.15M | 0.41% |
36,525
-975
|
|
||
49
AstraZeneca
AZN
$288B
| $6.15M | 0.41% |
+31,725
|
|
||
50
Wheaton Precious Metals
WPM
$52.8B
| $6.05M | 0.41% |
46,190
-13,620
|
|