PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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 36.14%
2 Financials 13.16%
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
BAC icon
26
Bank of America
BAC
$394B
$9.09M 0.62%
177,604
CRM icon
27
Salesforce
CRM
$248B
$8.64M 0.59%
36,747
+4,331
CVX icon
28
Chevron
CVX
$300B
$8.47M 0.57%
54,955
+9,887
PEP icon
29
PepsiCo
PEP
$198B
$8.46M 0.57%
60,689
+8,814
XOM icon
30
Exxon Mobil
XOM
$491B
$8.4M 0.57%
75,056
BKNG icon
31
Booking.com
BKNG
$168B
$8.2M 0.56%
1,531
+79
WPM icon
32
Wheaton Precious Metals
WPM
$49.1B
$7.42M 0.5%
66,806
+449
QCOM icon
33
Qualcomm
QCOM
$187B
$7.32M 0.5%
44,357
+927
ADP icon
34
Automatic Data Processing
ADP
$106B
$7.25M 0.49%
24,903
CSCO icon
35
Cisco
CSCO
$308B
$7.19M 0.49%
105,940
+4,786
AXP icon
36
American Express
AXP
$255B
$7.19M 0.49%
21,799
-17
DIS icon
37
Walt Disney
DIS
$188B
$7.09M 0.48%
62,391
+1,590
CAT icon
38
Caterpillar
CAT
$282B
$6.84M 0.46%
14,447
+679
ADBE icon
39
Adobe
ADBE
$145B
$6.73M 0.46%
19,220
+3,518
KLAC icon
40
KLA
KLAC
$160B
$6.72M 0.46%
6,277
-396
LRCX icon
41
Lam Research
LRCX
$199B
$6.68M 0.45%
50,308
+930
INTU icon
42
Intuit
INTU
$187B
$6.68M 0.45%
9,854
+680
C icon
43
Citigroup
C
$195B
$6.53M 0.44%
64,792
UNH icon
44
UnitedHealth
UNH
$300B
$6.47M 0.44%
18,877
-397
CMCSA icon
45
Comcast
CMCSA
$99.5B
$6.24M 0.42%
200,122
+71,565
VZ icon
46
Verizon
VZ
$176B
$6.04M 0.41%
138,387
+11,687
WFC icon
47
Wells Fargo
WFC
$282B
$5.98M 0.41%
71,929
GEV icon
48
GE Vernova
GEV
$171B
$5.97M 0.4%
9,785
+260
AMD icon
49
Advanced Micro Devices
AMD
$355B
$5.89M 0.4%
36,694
+1,347
AMGN icon
50
Amgen
AMGN
$178B
$5.69M 0.39%
20,304
+2,258
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