PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
HD icon
26
Home Depot
HD
$389B
$8.18M 0.61%
22,383
+987
XOM icon
27
Exxon Mobil
XOM
$485B
$8.06M 0.61%
75,056
+689
GE icon
28
GE Aerospace
GE
$314B
$7.85M 0.59%
30,606
-2,048
PLTR icon
29
Palantir
PLTR
$404B
$7.71M 0.58%
56,791
+781
ADP icon
30
Automatic Data Processing
ADP
$116B
$7.65M 0.58%
24,903
+86
DIS icon
31
Walt Disney
DIS
$203B
$7.51M 0.56%
60,801
+14,541
INTU icon
32
Intuit
INTU
$187B
$7.2M 0.54%
9,174
+544
CSCO icon
33
Cisco
CSCO
$277B
$6.99M 0.53%
101,154
+512
AXP icon
34
American Express
AXP
$242B
$6.93M 0.52%
21,816
+1,475
QCOM icon
35
Qualcomm
QCOM
$180B
$6.89M 0.52%
43,430
-32
PEP icon
36
PepsiCo
PEP
$211B
$6.82M 0.51%
51,875
+1,628
CVX icon
37
Chevron
CVX
$311B
$6.43M 0.48%
45,068
+632
ADBE icon
38
Adobe
ADBE
$149B
$6.05M 0.46%
15,702
+2,442
UNH icon
39
UnitedHealth
UNH
$326B
$5.99M 0.45%
19,274
-2,274
KLAC icon
40
KLA
KLAC
$144B
$5.96M 0.45%
6,673
+31
WPM icon
41
Wheaton Precious Metals
WPM
$43.5B
$5.93M 0.45%
66,357
+4,954
ABT icon
42
Abbott
ABT
$223B
$5.78M 0.43%
42,681
+33
AMAT icon
43
Applied Materials
AMAT
$173B
$5.76M 0.43%
31,596
+146
WFC icon
44
Wells Fargo
WFC
$263B
$5.74M 0.43%
71,929
+357
PGR icon
45
Progressive
PGR
$130B
$5.62M 0.42%
21,121
-267
ISRG icon
46
Intuitive Surgical
ISRG
$188B
$5.6M 0.42%
10,337
+7
C icon
47
Citigroup
C
$171B
$5.49M 0.41%
64,792
+1,920
VZ icon
48
Verizon
VZ
$168B
$5.46M 0.41%
126,700
+5,227
SPGI icon
49
S&P Global
SPGI
$147B
$5.39M 0.41%
10,257
+2,799
CAT icon
50
Caterpillar
CAT
$239B
$5.33M 0.4%
13,768
+839
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