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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 0.65%
47,356
+40,734
27
$5.67M 0.59%
94,932
+88,866
28
$5.64M 0.58%
13,405
+12,617
29
$5.54M 0.57%
92,039
+76,100
30
$5.51M 0.57%
32,522
+30,231
31
$5.5M 0.57%
9,052
+8,027
32
$5.38M 0.56%
10,668
+9,177
33
$5.37M 0.56%
21,496
+18,577
34
$5.21M 0.54%
42,545
+39,269
35
$5.13M 0.53%
135,308
+126,969
36
$5.04M 0.52%
7,749
+7,030
37
$4.98M 0.52%
114,920
+104,143
38
$4.97M 0.51%
21,806
+20,211
39
$4.96M 0.51%
1,368
+1,185
40
$4.93M 0.51%
13,465
+10,660
41
$4.86M 0.5%
17,088
+13,845
42
$4.82M 0.5%
17,094
+15,959
43
$4.8M 0.5%
+26,618
44
$4.78M 0.49%
49,250
+42,330
45
$4.72M 0.49%
41,523
+38,680
46
$4.72M 0.49%
12,985
+12,208
47
$4.56M 0.47%
108,572
+93,374
48
$4.52M 0.47%
134,979
+131,540
49
$4.5M 0.46%
82,913
+78,830
50
$4.48M 0.46%
6,420
+5,020
1
2
3 4 5