PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.53B
AUM Growth
+$54.2M
(+3.7%)
Holding
546
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.46M | |
| 3 | +$2.42M | |
| 4 |
Comfort Systems
FIX
|
+$2.01M |
| 5 |
Logitech
LOGI
|
+$2M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$2.11M | |
| 3 | +$2.02M | |
| 4 |
Celestica
CLS
|
+$1.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 10.83% |
| 4 | Healthcare | 10.8% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$358B
| $9.21M | 0.6% |
63,978
+1,049
|
|
||
27
PepsiCo
PEP
$220B
| $9M | 0.59% |
62,386
+1,697
|
|
||
28
Cisco
CSCO
$316B
| $8.97M | 0.59% |
115,836
+9,896
|
|
||
29
Exxon Mobil
XOM
$628B
| $8.91M | 0.58% |
73,701
-1,355
|
|
||
30
Advanced Micro Devices
AMD
$325B
| $8.6M | 0.56% |
39,972
+3,278
|
|
||
31
Royal Bank of Canada
RY
$230B
| $8.25M | 0.54% |
48,128
+18,016
|
|
||
32
Citigroup
C
$191B
| $8.24M | 0.54% |
70,298
+5,506
|
|
||
33
Walt Disney
DIS
$181B
| $8.09M | 0.53% |
70,785
+8,394
|
|
||
34
Booking.com
BKNG
$146B
| $8.07M | 0.53% |
1,500
-31
|
|
||
35
Micron Technology
MU
$447B
| $8.04M | 0.53% |
28,017
-557
|
|
||
36
Caterpillar
CAT
$329B
| $7.94M | 0.52% |
13,799
-648
|
|
||
37
American Express
AXP
$211B
| $7.92M | 0.52% |
21,313
-486
|
|
||
38
Home Depot
HD
$360B
| $7.6M | 0.5% |
21,993
-2,433
|
|
||
39
Oracle
ORCL
$445B
| $7.29M | 0.48% |
37,211
-1,472
|
|
||
40
Qualcomm
QCOM
$146B
| $7.2M | 0.47% |
41,904
-2,453
|
|
||
41
Merck
MRK
$287B
| $7.14M | 0.47% |
67,529
-525
|
|
||
42
Wheaton Precious Metals
WPM
$67.1B
| $7.07M | 0.46% |
59,810
-6,996
|
|
||
43
Wells Fargo
WFC
$253B
| $7.06M | 0.46% |
75,416
+3,487
|
|
||
44
Morgan Stanley
MS
$258B
| $6.96M | 0.45% |
39,016
+4,421
|
|
||
45
KLA
KLAC
$187B
| $6.77M | 0.44% |
5,541
-736
|
|
||
46
Amgen
AMGN
$198B
| $6.72M | 0.44% |
20,425
+121
|
|
||
47
Adobe
ADBE
$116B
| $6.68M | 0.44% |
18,982
-238
|
|
||
48
Intuit
INTU
$129B
| $6.46M | 0.42% |
9,712
-142
|
|
||
49
Comcast
CMCSA
$114B
| $6.46M | 0.42% |
215,029
+14,907
|
|
||
50
UnitedHealth
UNH
$262B
| $6.39M | 0.42% |
19,276
+399
|
|