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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 0.64%
34,549
+2,027
27
$6.77M 0.63%
43,268
+1,854
28
$6.56M 0.61%
96,932
+4,893
29
$6.42M 0.6%
9,510
+458
30
$6.35M 0.59%
26,610
+5,114
31
$6.21M 0.58%
50,167
+2,811
32
$6.14M 0.57%
1,550
+182
33
$6.1M 0.57%
14,986
+1,581
34
$6M 0.56%
9,129
+1,380
35
$5.77M 0.54%
145,156
+9,848
36
$5.72M 0.53%
53,750
+4,500
37
$5.62M 0.52%
17,973
+885
38
$5.52M 0.51%
97,271
+2,339
39
$5.22M 0.49%
6,331
-89
40
$5.19M 0.48%
22,396
+590
41
$4.97M 0.46%
23,908
+2,881
42
$4.86M 0.45%
14,594
+1,129
43
$4.8M 0.45%
136,609
+1,630
44
$4.79M 0.45%
48,291
+5,746
45
$4.78M 0.45%
33,874
+1,414
46
$4.74M 0.44%
29,237
+2,619
47
$4.74M 0.44%
29,799
-1,452
48
$4.66M 0.43%
14,090
+1,105
49
$4.64M 0.43%
19,488
+510
50
$4.63M 0.43%
118,279
+3,359
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