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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$635K 0.78%
+10,769
27
$584K 0.72%
+1,001
28
$577K 0.71%
+1,120
29
$573K 0.7%
+15,198
30
$567K 0.7%
+859
31
$542K 0.66%
+6,920
32
$537K 0.66%
+1,259
33
$530K 0.65%
+3,620
34
$513K 0.63%
+1,088
35
$503K 0.62%
+5,573
36
$499K 0.61%
+1,025
37
$490K 0.6%
+3,025
38
$478K 0.59%
+1,756
39
$473K 0.58%
+10,777
40
$456K 0.56%
+984
41
$452K 0.55%
+1,450
42
$451K 0.55%
+1,301
43
$449K 0.55%
+719
44
$428K 0.53%
+2,034
45
$422K 0.52%
+1,718
46
$383K 0.47%
+8,996
47
$374K 0.46%
+6,066
48
$371K 0.46%
+2,784
49
$369K 0.45%
+30,263
50
$364K 0.45%
+1,193
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